Eligibility Status by DMS List

With the Eligibility Status by DMS List function, you can determine when the verification process is complete and view the results.

Upon accessing this function, the Filter screen displays allowing you to search and display select results for various fields. Complete any of the fields to display certain results or click Save to display all of the available results.

The CGM webVERIFY Eligibility Status by DMS List Results screen displays containing each patient account contained in the DMS List, including an Eligibility Status icon, Run Date, Date of Service verified, Patient Name and Account Number, Carrier Name, verification Result, Doctor, Department, User, and Date/Time of the verification.

If 'Processing' displays in the Result column, the verification process has not completed yet. Click Refresh in the Action Column to display updated results.

Note: When a patient has a "Pass" Result that is from a previous verification and it falls within the Eligibility Verification Frequency time limit set in the Insurance Carrier Table, another verification will not be performed again until the time limit has passed, even if they are included in a current Run Date. The patient's result will still show up on the Eligibility Status list as a "Pass" due to the prior verification result and will display as, Pass: Verification Frequency for carrier=(freq setting), Last Verified on (date actually verified).

Click Add/Edit Filter if you want to add or change the sorting options or click Remove Filter to display all of the available results.

Click Print in the Action Column to print the displayed results. If you want every column displayed on the results screen to print, you must select the Microsoft Excel via MyReports option. The other printing options only print the Status, Date of Service, Patient Name & Number, Insurance Carrier and the verification Result.

Note: The Filter and Results for the Eligibility Status by DMS List function does not contain a Location field, because the DMS list is not generated based on patient appointments.

To see detailed eligibility information for a specific patient, click anywhere in the row containing the patient's information. Click Print in the Action Column to print the detailed results. While viewing the information, you can toggle between Classic View and Expandable View. In the Expandable View you can also toggle between the Collapse All and Expand All Action Column buttons.

This information is also accessible from two places within the patient's account:

• From the Action Column on the Insurance Policy Information screen for the specific carrier, click Eligibility History to access a list of each time eligibility has been verified for this patient for this insurance company. To view the detailed eligibility information, click anywhere on the row containing the date you want. For additional information see Insurance Policy Information.
  
• From the Action Column in Change Patient Data or Review Patient Information, click Images, select the Image Management tab and then the Eligibility folder. Click any of the entries to view the detailed eligibility information.