Insurance Eligibility

The appointment block on the Scheduler reveals information regarding the patient's insurance eligibility using the following letter icons:

• P – the patient has one (primary) dental insurance plan on file.
• S – the patient has a secondary dental insurance plans on file.

You can hover over either of these icons to view information regarding the patient's eligibility status. The color of the icon also provides the following information regarding the patient's eligibility:

• Green - the patient is considered eligible for insurance coverage.
• Red - the patient is considered ineligible for insurance coverage.
• Grey - the insurance coverage is unknown for the insurance carrier.

For example, in the following window shot, the appointment block shows a green P and a gray S, which indicate that the patient has both primary and secondary coverage and also that the patient is eligible for coverage under the primary plan. Eligibility for the patient’s secondary plan is unknown.

Please note that this feature requires some setup and communication with insurance carriers. For more information see About Eligibility Verification.