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
![2. Open the Patient Account](https://media.screensteps.com/image_assets/assets/006/032/677/original/media_1333721988403.png)
- Click on the Billing menu, then select Patient Account.
- Search for and select the patient using the Chart Rack.
3. Open the Insurance Tab
![3. Open the Insurance Tab](https://media.screensteps.com/image_assets/assets/006/032/679/original/media_1333722070760.png)
Click on the Insurance tab within the patient account.
4. Check Eligibility
![4. Check Eligibility](https://media.screensteps.com/image_assets/assets/006/032/681/original/media_1333722240926.png)
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
![Eligibility Warnings](https://media.screensteps.com/image_assets/assets/006/032/683/original/media_1352737956311.png)
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.