Customizing the insurance eligibility list view

You can change the view of the insurance eligibility list to have it display appointments to suit your preferences. View settings are saved until you log off.

The Insurance Eligibility page provides the following viewing options.

To change the date

Do any of the following:

• On the toolbar, clicktap the month and year to select a date.

  

• On the toolbar, clicktap the Back or Forward button to go back or forward one day or one week (depending on the view setting).

  

• On the toolbar, clicktap 1 w, 1 m, or 6 m to quickly go forward one week, one month, or six months from the date you are viewing.

• On the toolbar, clicktap Today to quickly return to the current date if you are viewing a date other than the current date.

To filter the view

From the View menu, select Day or Week, and then clicktap Done.

To view specific providers

From the View menu, select or clear the check box of any providers to view or hide the corresponding appointments, and then clicktap Done.