Integrated Eligibility With Availity Essentials PRO Plan

Integrated Eligibility With Availity Essentials PRO Plan

Index

  • Sections
    • In Settings + Directories
    • There are areas in Demographics that need to be filled out
    • How To Use

We are working with Availity to bring you integrated eligibility verification. This feature lets you send a request to verify information before rendering services. Verification is done in real time for an individual patient. Please note this feature ONLY WORKS with the Availity Essentials PRO Plan Payor and Eligibility ID numbers - Availity Essentials Pro Plan

To get started, you will first need to contact Availity directly to ensure that your group is set up for their RCM product. Availity can then send the information outlined below to ticket@icanotes.com so that our Integrations Team can get everything connected.

  • Client ID
  • Client Secret
  • Domain
  • AccountKey

In Settings + Directories

1.  Go to Group Level Settings & Directories tab > Sites/Letterheads tab > Facility Info tab.

2.  Choose a location in the left column.  

3.  Make sure that the following areas are filled out (see screenshot below):

  A.  Site Name

  B.  NPI for Facility

Screenshot for Integrated Eligibility With Availity Essentials PRO Plan

There are areas in Demographics that need to be filled out

1.  On the Patient Information tab, make sure that the following areas are filled out:

  A.  First and last name 

  B.  Date of Birth

Screenshot for Integrated Eligibility With Availity Essentials PRO Plan

  C.  Where Seen

2.  On the Insurance Information tab, make sure that the followings areas are filled out:

  A.  Payer's name (Insurance)

  B.  Member ID/Policy #

  C.  Group # (optional)

  D.  Patient Relationship to Insured

  E.  Insured Party (if different than the patient)

  F.  Insurance Provider Name (should be autofilled)

  G.  Payer ID

Screenshot for Integrated Eligibility With Availity Essentials PRO Plan

  H.  Eligibility ID

  I.  Insurance Type

How To Use

1.  From the Insurance Information section, click into the Eligibility tab. 

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