Proactive Clinic
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User Guide / Billing & Insurance Eligibility

Billing & Insurance Eligibility

Check coverage, view the eligibility report, and manage patient balances.

For: Front desk, billing

Coverage is verified automatically at registration and can be re-checked any time. The Billing area covers eligibility, patient balances, statements and the connection to the Revenue Cycle workspace.

Run an eligibility check

Eligibility
  1. 1Open the patient chart → Coverage, or Billing → Eligibility Report.
  2. 2Confirm payer and member ID, then click Verify/Re-verify.
  3. 3Review the returned benefits: plan status, copay, deductible and coverage dates.
  4. 4The result is saved to the patient and reused in scheduling and claims.
The eligibility report shows real-time benefits from the payer.
The eligibility report shows real-time benefits from the payer.
The Billing workspace — balances, statements and links to the revenue cycle.
The Billing workspace — balances, statements and links to the revenue cycle.
Tip:Eligibility, claims and ERA run through Stedi. If a check fails, confirm the payer ID and member ID are correct before retrying.
User Guide — Proactive Clinic