View Patient/Subscriber Information

Complete the following steps to view patient or subscriber information:

1. Open the Eligibility Details dialog box.
2. In the Patient/Subscribertab, view the demographic information. Verify that the displayed information is correct.
3. If the information is incorrect, update the health plan information as necessary.
4. View Primary Care Provider and determine if the payer sent the patient's primary care provider (PCP).
5. If the PCP is displayed, verify that the information matches the patient registration.
6. View Third Party Liability and determine if the payer sent the necessary information.
7. View Managed Care and determine if the payer sent the necessary information.