After you add a client's insurance details in their profile, you can run eligibility checks.
To run an eligibility check:
Go to Clients in the left menu.
Click on the client to go to their profile.
Click Edit insurance on the right.
Find the policy you want to check under Insurance details, and click Run eligibility.
The eligibility check will display in the Insurance details tab, along with the date and time it was run.
To see the results, click on the eligibility check.
The eligibility check will display status, copay, coinsurance, deductible remaining, out-of-pocket max remaining, and visit limit remaining.
You can edit your client's insurance information, and upload images of the front and back of their insurance card, by clicking Edit details.
