The Eligibility Report provides up-to-date eligibility information for clients. MedBatch allows you to choose the type of eligibility information you’ll receive.
- From the Settings tab, select the Email Reports option.
- To receive eligibility emails, ensure the checkbox is checked and enter in the email(s) you’d like the report to be sent to.
- From the Eligibility Mode drop-down, choose how you’d like to receive client information in the eligibility report.
A summary of responses from eMedNY will be sent to your e-mail each morning.
- Click launch the MedBatch web report to go to the login screen.
- Enter your MedBatch username and password to open the Eligibility Report.
- The Eligibility Summary shows each eligibility status and the total number of clients under that status. Each eligibility status is a clickable link that will take you to the list of the clients with that status.
- Click download the report as a CSV spreadsheet to save detailed eligibility information.
- Below the summary, you can view a detailed report for an individual client. If there is a change in eligibility since the last time the report was run, the old eligibility information will be displayed in red and the new eligibility information will be displayed in green.
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Key Terms:
Eligibility, Insurance, MedBatch, Medicaid