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Announcement
6 months ago

Global Settings: Check Eligibility

Previously, there was a Global Setting to 'Default Eligibility Checking as Disabled.' 

Now, there is a dropdown with three choices:

Always Remember: This is a persistent setting. The ‘Check Eligibility’ checkbox defaults to being checked when the user previously checks the eligibility checkbox during appointment booking. Conversely, the ‘Check Eligibility’ checkbox defaults to being unchecked when the user previously unchecks the eligibility checkbox during appointment booking.

Never Set: On the ‘Never Set’ option, the ‘Check Eligibility’ checkbox on both the ‘Book Appointment’ and the ‘New Appointment Work List’ pages will always default to unchecked.

Use Calendar Logic: On the ‘Use Calendar Logic,’ if the user tries to book an appointment for the patient and the patient’s insurance eligibility has already been checked for this calendar month, the ‘Check Eligibility’ checkbox defaults to unchecked. If the user tries to book an appointment for a patient and the patient's insurance eligibility has not been checked for this calendar month, the ‘Check Eligibility’ checkbox defaults to checked.