Check the Patients Insurance Eligibility
Q: How do I check the patient's insurance eligibility?
1. Open the Scheduler Workspace
Go to the SOAPware menu, then click Schedule.
2. Open the Patient Account
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- Click on the Billing menu, then select Patient Account.
- Search for and select the patient using the Chart Rack.
3. Open the Insurance Tab
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Click on the Insurance tab within the patient account.
4. Check Eligibility
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To check the patients insurance eligibility, click the Check Eligibility button. The eligibility information will be downloaded and placed in the Insurance tab.
*Note: This feature is only available for SOAPware Practice Management users. If you are looking for instructions on how to check patient formulary eligibility, please see: Check the Patient's Drug Formulary.
Eligibility Warnings
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Some payers require a legacy ID or Tax ID for checking eligibility. If the above message pops up when checking eligibility, please refer to step 13 in the Insurance Company Setup: Setup Insurance Company.