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- Click the Billing tab.
- Click Eligibility & Benefits in the left hand navigation bar.
- 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.
- 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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- 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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