1. Overview
Purpose:
This report shows the eligibility status of patients for the appointments during a selecteddate range.
Target Audience:
Front desk staff, billers, admin
2. Report Location
Navigation Path in System:
Reports >> Billing Reports >> Practice Reports >> Eligibility Status Report
3. Report Filters & Parameters
| Filter Name | Description |
| Select Date Span | Restricts the results to selected appointment date range |
| Not Eligible | Restricts the results to patients not eligible for the appointment date range selected |
| Eligible | Restricts the results to patients eligible for the appointment date range selected |
| Both | Shows both eligible and ineligible patients |
4. Output Columns
| Column Name | Description |
| Elg. Date | Eligibility verified date |
| Acct # | Patient account number |
| Patient | Name of the patient |
| Carrier | Name of the insurance carrier |
| Appt. Date | Appointment date |
5. Report Grouping / Sorting Behavior
Sorted by Patient Account Number and appointment date ascending
6. Export Options
Available for export in PDF format
7. Special Notes / Tips
Patient’s eligibility status is indicated with the eligibility symbol under Status column
8. Sample Screenshot
9. Version History
| Version | Date | Description |
| 1.0 | 2025-09-08 | Initial documentation created |
