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Kareo Help Center

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.

To run batch eligibility check

  1. Open the Daily Calendar.
  2. Click Actions in the lower right corner of the window.
  3. Select Run Batch Eligibility Check.

  1. Eligibility status and note icons:

 Patient is eligible

 Patient is ineligible

 Eligibility is unknown

 Self Pay case

 Note added to appointment

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