The eligibility status for clients can be verified on demand and instantly by clicking the "Verify" or "Verify  Selected" buttons on the Contact, Client, and Client Payer pages. You can mass verify more than one client payer using the Client Payers report. Since there is a charge for every instant client and payer eligibility verification, being able to verify eligibility is restricted to administrators and users with the "Verify Client" permission. If desired eligibility verification can be disabled for the entire organization. For example of the cost, if you run the Client Payer report, select 10 rows, and then click the Verify Selected buttons then $1.20 will be added to your next invoice. There is an organization level option to enable verifying eligibility for each chart item for selected payers before it can be completed. Ask customer support for more details.

The system never verifies the eligibility status for some payer sources like self pay and pro bono, and you don't get charged if you try to verify those payers. Most but not all other payers are supported, and there is no charge if the payer is not supported. Specifically Medicaid, Medicare, and the three Oklahoma MCO payers are supported. You can check ahead of time if a payer is supported by at https://cms.officeally.com/all-payers-list-2-0-eligibility-270-271. If the client isn't the subscriber (ie a child and the parent is insured) some payers require the subscribers correct birth date or else an error about the birth date is returned.

It is not recommended to verify OKHCA payers because the system automatically verifies the eligibility status for OKHCA payer sources three times a month with a separate batch process. In addition the "Payer Comment" for each client is update every night for OKHCA payer sources (and change notifications sent) even though the eligibility is not updated. This over night process will also expire ineligible Oklahoma MCO payers listed for the client as long as OK Medicaid or OK ODMHSAS is listed as an active payer for the client.

Instead of using the usual third party (Office Ally) for eligibility verification you can link your existing pVerify account to ChartCaddy. pVerify generally supports more payers and returns more information. To link your account add your pVerify API ID and KEY as ChartCaddy facility login username and password. You can check ahead of time if pVerify supports a payer by checking for "EDI" payers at https://pverify.com/payer-list/. Once linked the the eligibility verification feature changes: