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Insurance eligibility is checked when a visit is booked

When an appointment is booked, the payer of the patient's primary active policy is asked whether the cover is active. The answer is kept on the appointment. It is a warning only: the visit is booked whatever the answer.

The Eligibility column on Scheduling shows the answer: active, inactive, no coverage (self-pay unless a policy is added), not checked (the payer cannot be asked electronically, so verify by phone) or error.

With the sandbox clearinghouse the answer comes from the policy on file. A real clearinghouse needs its own credentials, which are set up with the clearinghouse.