Run Batch Eligibility Check

With Batch Eligibility Check, you can open the Daily Calendar and run insurance eligibility for all patients scheduled that day. Some notes about Batch Eligibility Check:

• Batch eligibility checks are based on the following appointment details: Patient, primary insurance associated to the appointment case, and the provider. In the case of multiple providers associated to an appointment, Kareo PM attempts to use the most appropriate provider.
• Eligibility status may be delayed in displaying since eligibility reports are dependent on a response from each payer.
• Running multiple batch eligibility checks for the same day results in checks only for new appointments added to the calendar since the last run. Patients with a recent eligibility report run in the last 30 days are also excluded.
• The Batch Eligibility Check feature is not available with partner EHR systems.