This article explains how to request a new Eligibility.

Eligibility and Benefits Verification helps ensure accuracy in billing while preventing claim denials. It can help providers confirm active coverage, patient responsibility, and whether prior authorization is required. 

Creating a new eligibility request can be a bit challenging; however, TherapyPM simplifies the process for you! 

To request a new eligibility with TherapyPM, please follow the steps below 

1. Navigate to Billing > Eligibility. 
2. Click on Request Eligibility (top right corner). 
3. Fill in the following details: 
   1. Patient Name: Select the patient's name using the dropdown. 
   2. Auth: Select the patient's authorization using the dropdown.
   3. Benefit Type: Select the benefit type using the dropdown. 
   4. Date: Select the date range using the calendar. 
   5. NPI: Select the NPI using the dropdown. 
4. Request eligibility, finally! 
5. The eligibility request will now appear in the table. To learn how to manage eligibility requests, please visit this article! 

Shortcut

You can also add the new eligibility request directly from the Quick Icon Tray, no matter where you are in TherapyPM! 

1. Click on the "+" icon. 
2. Select Eligibility & Benefits. 
3. It will redirect you to the Eligibility & Benefits page. 
4. Follow the above steps to request a new eligibility. 

To effectively manage eligibility and requests in TherapyPM, please follow the steps below:

1. Navigate to Billing > Eligibility. 
2. The eligibility and benefits requests table is displayed here. You can also filter the data by Patient, Insurance, or Date for customization. 
3. The table consists of the following information:
   1. Inquiry ID: Shows the inquiry ID.
   2. Processed Date: Shows when the request was processed. 
   3. Patient Name: Shows the patient's name for the particular eligibility request.
   4. Insurance: Displays the insurance payer used. 
   5. Benefit Type: Displays the benefit type. 
   6. Coverage: Displays the coverage status, indicating whether it was successful or failed. 
   7. Action: View the eligibility form here.