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Canine II

Enhancement request-ability to run eligibility for the day

As a pedo practice, we see an average of 60-75 patients a day. It would be fantastic, if I could check eligibility for a day or date range with a single click. This process can take all day. In addition to that, I am having to go to the insurance websites for 95% of the patients for their benefits, then I have to print to file a pdf document, import that into the patient's documents, and go back and delete the saved pdf file on the desktop. I would also like a report on the following:

  1. patients who had successful eligibility verification
  2. patients who failed eligibility verification and why
  3. patients who have no coverage
  4. current eligibility does not show, approaching termination date
  5. procedure history


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Canine II

Okay, so it appears that this topic dropped dead in 2017.

Has there been any progress on this?  If so, where can I find out the information on it?

Thank you

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Premolar II

Thanks so much for working on this!  This would be HUGE!  I will certainly look forward to the announcement that this is active.

Premolar III

Great question pmorgan‌, I hope to make this part of our SoftDent makeover this year.  I will keep you posted.



Premolar III


Totally agree, this is an existing user story called "automatic batch eligibility".  Ideally, the eligibility program would read the appointment schedule for a day or range and verify the patients prior to their visit.  We would have a user-level option to set a value for how many days in advance to do the verification.  The system would be updated with the eligibility info and the report you're describing would be created.  The function could be scheduled to run after hours, so it's done when you start your day.


That's awesome! When can I expect this?