Guide

Eligibility & Benefits

How to capture copays/deductibles and avoid running out of visits mid‑plan.

Eligibility guide

Key steps

  1. Capture payer/member IDs during intake (call summary helps).
  2. Run electronic eligibility; store copay, deductible/OOP, visit limits.
  3. Use scheduler constraints to prevent booking beyond approvals/limits.
  4. At check‑in, collect copays and issue receipt from the EMR.
Education only; payer rules differ. Always follow current payer requirements.
See an E&B Demo See All Features