Index

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

Integrated Eligibility

We are working with Waystar to bring you integrated eligibility verification. This feature lets you send a request to verify information before rending services. Verification is done in real time for an individual patient. 

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

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

  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

  H.  Eligibility ID

  I.  Insurance Type

How To Use

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

2.  Click the  button to submit.  This will generate an ANSI message (270), convert it to XML which sends to the clearinghouse (Waystar), then ICANotes receives an XML, translates the ANSI, and then parses the ANSI into read-only information which can be viewed on the Integrated Eligibility tab.  

3.  If you want to see all the benefits, click the  button.  You will see the entire benefit details by scrolling up and down in the popover button.  

Note:  If you receive an error, verify that all the information noted above is filled out and try again.