With a Claim.MD account you can check a patient's insurance eligibility. On the Dashboard click the +Eligibility option in the Actions menu. There is also a + Eligibility button on the client's insurance billing settings page.
When you click on the +Eligibility option the following window appears:
Select the Clinician, the Client and the Provider from the drop downs. If the client has more than one provider it will appear in the Provider drop down allowing you to run reports for each one.
Click the Run Report button.
If the the query was successful, You will see the following;
You can view the results after clicking the OK button. A copy of the report will automatically be saved in the client's chart in their Client Documents area.
Be aware that not all insurance providers allow for real-time eligibility searches. If that is the case you must go directly to the providers website for eligibility information.