Checking Patient Eligibility

Synergy EMR provides two methods for verifying a patient's eligibility—one for patients not yet added to the system and another for existing Medicare patients.

1. How do I check eligibility for a new patient before creating an intake?

If you want to verify eligibility without entering any patient information into the system:

• From the Home Screen, click Check Eligibility.
  
  

2. How do I check eligibility while creating a new patient intake?

If you are adding the patient to Synergy EMR and want to check eligibility during intake:

• Go to Patient > New Patient with Eligibility Check.
  
  

3. How do I check eligibility for an existing patient?

For patients already in the system:

1. Look up and open the patient's record.
   
   
2. Go to the Patient Intake section.
   
   
3. Open the Insurance tab.
   
   
4. Click the Check Eligibility button.

This FAQ was generated based on Synergy AI/EMR App Version 7.0.38.36159 and Dashboards Version: 7.0.38.14741

Important: The information in this FAQ is based on the software version available at the time of publication and is subject to change. Please use the software responsibly. HealthCare Synergy is not liable for any issues resulting from outdated or incorrect use of this information.