For use with NexHealth Verification
Overview
Syncing users of Dentrix, Open Dental, and Eaglesoft can set up the Eligibility Summary PDFs to sync back automatically to their health record system, but will still need to transcribe the details from the summary to your record system’s fields.
Move the Eligibility Summary PDF to your health record system after automated or on-demand verification check
The Eligibility Summary PDF is generated after verification for each active insurance verification and typically includes coverage, co-pays, in and out-of-network coverages, and more.
Verification is not performed immediately upon form submission unless the appointment is already within the eligibility window. You can modify the verification window.
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.
Find Verification in the left navigational sidebar.
Syncing users of Dentrix, Open Dental, and Eaglesoft can skip download and upload steps, but will still need to transcribe the details from the summary to your record system’s fields.
2. Click the ellipsis (…) next to a verified insurance, then click View Eligibility PDF.
When you enter Verification, you’ll see a list of verifications for today’s appointments, or you can view Verification history.
3. Click the download button, then Save the PDF.
In Chrome inside the PDF preview, click the download icon in the upper right. You’ll then select a location to download to, then Save.
4. Upload the Eligibility Summary to your record system.
This will vary based on health record system.
Syncing users of Dentrix, Open Dental, and Eaglesoft can skip this step, but will still need to transcribe the details from the summary to your record system’s fields.
5. Transcribe the details from the summary to your record system’s fields.
The details in the summary will vary based upon the payer (insurer), and may require some interpretation to enter into your health record system’s fields.
For sync customers, the patient’s eligibility information is not written to your practice management system (the Eligibility PDF will still sync to the patient chart).
Sample of the first page of an Eligibility PDF
