by Lauren Malone | Mar 11, 2019 | Eligibility
support@pattrac.info This lesson describes how to check eligibility in batch format for clients with appointments in a date range. Create the Batch Eligibility record 1. In the left Navigation panel, click Batch Eligibility Verification 2. Click the New icon to create...
by Lauren Malone | Mar 11, 2019 | Clients, Eligibility
support@pattrac.info This lesson describes how to check insurance eligibility for an individual client. Create the Eligibility Verification record 1. Open the Client record 2. Click the Eligibility Verification tab 3. Click the New icon to create a new eligibility...
