📝 Overview
The Insurance Eligibility Check tool in ChiroHD provides users with a convenient way to verify a patient’s insurance coverage. This functionality is located within the Utilities tab and is currently marked as a beta feature.
🧭 Accessing the Insurance Eligibility Check
To navigate to the eligibility tool:
Go to your live location, go to the top navigation menu in ChiroHD
Click on Utilities
Select Insurance Eligibility from the dropdown
You will notice the word “beta” beside this feature, indicating it's in early development and may change.
🎯 Purpose of the Eligibility Check Tool
This tool allows you to input a patient’s insurance information and receive a basic eligibility quote.
🏥 Key Use Case:
Enter details from the patient’s insurance card to obtain a real-time eligibility result with basic coverage data.
📡 Important Notes About the Data Source
The tool connects to a third-party insurance database
ChiroHD does not manage or control the returned insurance information
Data is general and not a guarantee of coverage or payment
✅ Recommended Best Practice
While helpful, it’s advised to always follow up with a direct call to the insurance provider.
Here's Why:
📉 Eligibility checks may miss visit limits, exclusions, or deductibles
📞 Calling ensures you get the most accurate and up-to-date benefit information
🛡️ Combines digital and manual methods to protect patients and staff from surprises
🛠️ How to Use the Tool
Navigate to Utilities > Insurance Eligibility
Input the patient’s details exactly as listed on their insurance card
Submit the form
Use the print option to generate a physical copy or save a PDF to the patient’s profile
Information from the eligibility check does not sync into their ChiroHD profile.
✅ Key Takeaways
Pulls data from a third-party source, not managed by ChiroHD
Always verify with the insurer for complete, reliable details
📌 Conclusion
The Insurance Eligibility Check feature in ChiroHD is a valuable starting point for verifying patient coverage. For best results, use this tool in tandem with a direct insurer confirmation to ensure clarity and avoid unexpected billing issues.
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Accessing the Insurance Eligibility Check
To navigate to the eligibility tool:
Go to the top navigation menu in ChiroHD.
Click on Utilities.
Select Insurance Eligibility from the dropdown.
You will notice the word “beta” beside this feature. This indicates the tool is in its early development phase and may be subject to changes or enhancements over time.
What "Beta" Means
The beta label signifies the feature is in a preliminary release stage. Key notes regarding this designation include:
The feature is currently free to use during the beta phase.
Once fully developed, a per-usage charge will be applied for each eligibility check.
Pricing details will be displayed directly within the tool once billing begins, ensuring transparency.
Purpose of the Eligibility Check Tool
This tool enables you to input a patient’s insurance information and receive a basic insurance eligibility quote. It's designed to streamline your office workflow by providing initial coverage insights at the point of care.
Key Use Case:
You can enter details from the patient’s insurance card and obtain a real-time eligibility result that outlines basic coverage information.
Important Notes About the Data Source
The tool connects to a third-party insurance database to retrieve eligibility data.
ChiroHD does not manage or control the insurance information provided through this feature.
The information returned is general in nature, and not a guarantee of coverage or payment.
Recommended Best Practice
While this tool provides a valuable starting point, we strongly recommend following up with a direct call to the insurance provider. Here’s why:
The eligibility check may not include complete benefit details (e.g., visit limits, exclusions, deductibles).
Insurance companies may have the most current and precise information.
Verifying directly helps avoid coverage surprises for both staff and patients.
Combining the ChiroHD tool with a manual verification process ensures you provide patients with the most accurate billing and treatment expectations.
How to Use the Tool
Navigate to Utilities > Insurance Eligibility.
Input the patient’s details exactly as shown on their insurance card.
Submit the form to receive the eligibility results.
Use the print option to generate a physical copy or save a PDF to attach within the patient’s ChiroHD profile.
Summary
The Insurance Eligibility Check feature in ChiroHD offers a convenient way to obtain quick, general coverage information for patients. While useful, it is not a substitute for full verification with the insurer.
Key Takeaways:
Currently free during beta, but will become a paid, per-use feature.
Connects to a third-party data source outside of ChiroHD’s control.
Always confirm with the insurance provider for complete and accurate coverage details.
Eligibility checks can be printed or saved to patient profiles for future reference.
For more guidance or troubleshooting, reach out to ChiroHD support.