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If your Agency has contracted with Trizetto to check client eligibility, you will have access to a Realtime Eligibility field that can be displayed on Forms or Notes so that the client's insurance coverage can be checked prior to providing Services. This is frequently used by non-residential/outpatient facilities so that eligibility can be checked on a per-client basis. The information returned will vary by Payer.
Note: If the Realtime Eligibility field has been added to Clinical Forms, the client has to be admitted to a program first to be able to access it. If it is added to a Note, it can be accessed whether or not the client is admitted. |
Run Eligibility for a Specific Client
- Navigate to a Form or Note that contains the Realtime Eligibility field.
- Search for and select the client.
- In the Form or the Note, scroll to the Realtime Eligibility field. This field may be called something different depending on how your Agency named it.
- Select a Payer Name from the drop-down menu.
- Enter the Subscriber Number.
- Select a Provider Name from the drop-down menu.
- Select a State from the drop-down menu.
- Click the Check Eligibility button.
Note: To clear your selections, click the Clear Eligibility button. |