Our office staff needs to be alerted regarding insurance eligibility information on a specific patient. How can we get something to appear automatically with the information when we access a particular patient?

If a patient is not eligible for insurance benefits (verified by your office or with real time eligibility), a flash alert can appear when the patient’s record is viewed. This serves as a reminder to follow up with the patient.

The flash alert will no longer appear if the patient is marked as eligible or if the alert is deactivated by a user in the pop-up window.

To have these flash alerts appear for your patients, an administrator can edit the setting at:
• Setup > Account Info 
• Set “Show Patient Flash Alerts if Insurance is Not Eligible” to “Yes”

Option 1 - Real-time Eligibility 

Option 2 - Manual Eligibility Status