For integrated forms customers, the Eligibility PDF will automatically sync to the patient chart in the health record system. This is only available for customers using Dentrix, Open Dental, or Eaglesoft.
For all other health record systems, the summary can be downloaded from NexHealth and uploaded into the patient record.
For use with NexHealth Verification and Dentrix, Open Dental, and Eaglesoft
Overview
Set location for Eligibility PDFs syncs
The Eligibility Summary PDF is generated for each active insurance verification and typically includes coverage, co-pays, in and out-of-network coverages, and more.
Patients’ Eligibility PDFs will vary based on the information each insurance provider makes available for electronic verifications. Some payers provide more benefits information, even down to the level of procedure code, deductibles, waiting periods, and exclusions. Other payers may only make the basics available, like the patient’s progress toward their deductible and copay amount.
While NexHealth will always return all the information we receive, we cannot guarantee the specific information each payer returns.
1. Go to Verification → PDF sync settings.
Navigate to Verification in the left side bar, then click PDF sync settings in the upper right.
2. Select the Eligibility PDF destination folder from the drop-down menu.
If you do not see yours listed, ask your Onboarding Manager, or contact Support.
3. Adjust your Sync preferences (if desired).
Selecting Automatic will sync the Eligibility PDF to the patient chart in your health record system. Selecting Manual allows you to review the PDF before downloading it and uploading it into your health record system.