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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
  1. Click on the Billing menu, then select Patient Account.
  2. Search for and select the patient using the Chart Rack.

3. Open the Insurance Tab

3. Open the Insurance Tab

Click on the Insurance tab within the patient account.

4. Check Eligibility

4. Check Eligibility

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

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.