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How to check eligibility on a patient account

Navigate to the insurance plan in the patient tree and check eligibility

Step 1: Right click on the insurance plan in the Patient Tree and select Check Eligibility.

Check-eligibility-1

Step 2: Review the eligibility details and then click “Close” to get back to the main account.

Check-eligibility-2

**NOTE: Insurance Plan colors will change to reflect the eligibility status.

RED = Inactive

GREEN = Active

BLACK = Invalid or not processed