Verify Eligibility

With the Verify Eligibility function you can verify insurance eligibility for scheduled patients.

NOTE: Before you use this function, the CGM webVERIFY Integration must be set up properly and the CGM webVERIFY Identifier field in the Insurance Carrier Table must contain the correct identifier for each insurance company. Also, note that your practice is charged for each successful individual verification.



Data Field Information
Prompt Response Req Len
Begin with Doctor Code Type the code you want to begin with or leave the field blank to start with the first item in the table.   4
End with Doctor Code Type the code you want to end with or leave the field blank to end with the last item in the table.   4
Begin with Location Type the code you want to begin with or leave the field blank to start with the first item in the table.   10
End with Location Type the code you want to end with or leave the field blank to end with the last item in the table.   10
For Schedule Date Type the schedule date you want or click the calendar icon to select a date. 10
Include AM Appointments If you want to verify eligibility for all patients scheduled in the morning (before 12:00PM), select this check box. 1
Include PM Appointments If you want to verify eligibility for all patients scheduled in the afternoon (12:00PM and later), select this check box. 1

A 'Starting Eligibility Verification in Background' message displays. When you click OK, the main Schedule menu displays. You can perform other functions while the eligibility verification is performed in the background.



You can use the Eligibility Status function to determine when the verification process is complete.