This article will explain how to run eligibility from the Clients Module as you are adding a client record or a client's insurance information.
Requirements
In order to run eligibility for PMAP's, the client must have a Minnesota Medical Assistance Program.
- Go to the Clients module.
- Click on the Payers tab.
- Click on the Enrollment sub-tab.
- Verify that a Minnesota Medical Assistance Program is selected.
NOTE: You can require this field at the time of data entry by following these steps:
- Go to the Payers module.
- Double-click to open the PMAP payer.
- Click on the Payer Rules tab.
- Locate the fields called Require PMAP programs for each client and set this field to YES.
Checking Eligibility
- Go to the Clients module.
- Click on the Payers tab.
- Scroll to the bottom of the Enrollment sub-tab and click on the check eligibility link.
- A new window will open with the Eligibility Inquiry Results.
NOTE: Access to the Payers tab is permission-based. If you do not see this tab, you will need to ask a Champion from your agency to give you permission.
Eligibility Log
Procentive keeps a log of Eligibility checks. To view the log:
- Go to the Clients module.
- Click on the Payers tab.
- Click on the Eligibility Dates sub-tab.
- Click on the log of eligibility checks link.
- A new window will open with a log.
- Click on the data link to open the Eligibility Inquiry Results.