Eligibility Summaries
This page allows you to verify a patient's insurance eligibility for numerous insurance plans and to check eligibility manually for payers that provide eligibility information electronically whenever the payer sends it to us via the ANSI standard transaction.
Important: This article refers to a legacy page for viewing patient eligibility information.
You can no longer access this page in athenaOne. Please use the Payer-Provided Eligibility Details page for an enhanced eligibility experience that consolidates multiple workflows into a simplified, comprehensive page.
On the Patient Actions Bar, click Registration, and then click Check Eligibility. If the patient has more than one policy registered in athenaOne, the Eligibility Summaries page appears.
On the Quickview page, under the Insurances heading, click view detail or click Perform eligibility check. The Eligibility Detail page appears. If the patient has more than one policy registered in athenaOne, click the View Eligibility Summaries link to display the Eligibility Summaries page.
You can perform an eligibility check as follows:
- On the Quickview page (Insurances section), click the Perform eligibility check link under the specific policy.
- On the Update Policy Details page, click Update & Perform Eligibility Check.
The Payer-Provided Eligibility Details page appears with the current results for the policy.
- Check the latest eligibility information retrieved from the payer from one of the following:
- On the Quickview page (Insurances section), click the View eligibility detail and history link under the specific policy.
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On the Update Policy Details page, click the View eligibility detail and history link next to the Last eligibility message field.
The Payer-Provided Eligibility Details page appears.
- Status - DOS — Select a Date of Service and the entire page (including the header and all tabs on the page) will update with eligibility details for the selected date. The default DOS is Most recent benefits.
Electronic eligibility check results reflect payer data at the time of the electronic query. The results do not take into account the date of service of the appointment.
Note: If the enrollment status for the provider is set to any status other than COMPLETE, the eligibility transaction is not sent and the following error is returned when eligibility is automatically or manually checked: "This provider is not enrolled for electronic eligibility checking."
The athenaOne system formats and displays whatever information we receive from the payer. If the payer's electronic eligibility file contains formatting or data errors, these anomalies also appear on the Eligibility Summaries page and the Eligibility Detail page.
Note: Most payers use the ANSI standard for eligibility transactions; athenaOne provides expanded benefit information whenever the payer sends the ANSI standard transaction.
athenahealth has a dedicated team that works to establish electronic eligibility checking for as many payers as possible. However, athenahealth can provide electronic eligibility checking only for payers that are willing and able to make this information available to us electronically.
After we establish electronic eligibility checking for a payer, it is important to understand that:
- athenahealth has no control over the availability of the payer's electronic eligibility system.
- athenahealth has no control over the accuracy of the electronic eligibility information that the payer transmits.
In other words, the availability and accuracy of our electronic eligibility checking depends on the availability and accuracy of each payer's system. athenahealth actively tracks payer status and helps payers improve the availability and accuracy of the information they do provide.
In spite of our best efforts to increase our payer coverage and the reliability of this information, a payer may deny a claim even when athenaOne receives a "Member is eligible" response from the payer.
- "Member is eligible" indicates that the patient is on file at the payer with active coverage, but it does not guarantee that a given claim will be paid.
- Benefit coverage depends on the type of service, provider network status, and patient classification on the policy.
- Eligibility information must be applied correctly to a patient encounter to effectively prevent a denial.
Refer to Eligibility Verification to view the current list of payers that have electronic eligibility checking enabled with athenahealth.
The results of the most recent eligibility check information appear on the patient's Quickview page to indicate whether a patient is insured for the date of service; copayment information or restrictions are also usually supplied in the eligibility message.
When a patient's eligibility is checked electronically, these fields on the Add /Update Policy Details page are updated: Eligible status, Last inquiry, and Last eligibility message.
From the Workflow Dashboard, you can click a linked number in the Eligibility column to access the Eligibility Worklist for that department (in the Task Bar). The worklist provides appointment date, patient name, and a link to the patient's Quickview page for each patient on the list.
The Eligibility and Phone page also provides you with information about patient eligibility (On the Main Menu, click Calendar. Under APPOINTMENTS, click Eligibility and Phone List).
Basic Eligibility section | |
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Eligibility | Message result of the most recent eligibility check (for example, Member is eligible). |
ID/Certification Number | Member ID/certification number on the policy. |
Policy/Group Number | Group/policy number on the policy. |
Eligibility PCP | Primary care physician returned in the most recent eligibility check. |
Eligibility Checked | Date of most recent conclusive eligibility check. Eligible, ineligible, and patient not found responses are considered conclusive. |
Eligibility Notes | Verification note of the most recent eligibility check. This field appears only if no ANSI message was included in the most recent eligibility check (for example, for a failed check or for a "waiting for payer response" result). |
Disclaimer | Contains the standard benefit disclaimer message. This field appears only for eligible and ineligible responses. |
Patient/Subscriber Differences section | |
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athenaOne compares the information returned by the payer to the demographic information on file in athenaOne. Any discrepancies are listed in red in this section.
These discrepancies appear for "eligible" responses only. A row appears in this section if the following conditions are true:
Values in athenaOne that conflict with the data returned are displayed in red with instructions to correct them on the Add/Update Policy Details page. |
Payer Subscriber (or Payer Patient) Demographic Information section | |
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This section displays any subscriber or dependent demographic information received in the eligibility response from the payer. |