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1. Click the Billing tab.
2. Click Eligibility & Benefits in the left hand navigation bar.
3. Enter the following information:
   • Select the dates the inquiry requests were submitted. This information might be helpful if you want to view the status of requests made over multiple days.
   • Select the patient's insurance company and the provider providing treatment.
   • Select the service category as defined by the insurance company from the Service Code menu.
   • Select the patients you want to retrieve data for. Leave the field blank to retrieve data for all patients.
   • If you want to submit a benefits inquiry through the clearinghouse used by the insurance payer, select the name of the EDI connection to use from the X12 Partners menu.
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   Select one of the following options to retrieve benefits data:  
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   • Click Search from DB to retrieve the information directly from the DrCloudEHR database. 
     Click the icon in the Action column to view the information retrieved.
   • Click Generate Eligibility Benefit if you you need to retrieve the benefits eligibility data for a patient. 
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4. Click Submit Eligibility & Benefit Requests.
   

View Request Results

After you submit a request, DrCloudEHR displays a list of selected patients with the status of the request to retrieve the patient's data.

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Click the icon in the Action column to view the data for a patient

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