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Engagement: Where does Eligibility pull patient insurance information from within my practice management software?
Engagement: Where does Eligibility pull patient insurance information from within my practice management software?

Learn where Eligibility is pulling member and payer ID details from within your practice management software fields

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

Ensure that patient Member ID and Payer ID details within your practice management software are being entered correctly so that Engagement Eligibility reads them accurately. To learn more, click on your practice management software type below:

Open Dental

Member ID

The Eligibility Member ID pulls from the Subscriber ID field under the Primary Insurance Plan in Open Dental.

  1. In Open Dental, open the Family tab, then select the patient in question

  2. Locate the Subscriber ID field

  3. To edit, double click the cell next to Subscriber ID, then add the updated member ID into the Subscriber ID field under Subscriber Information

Payer ID

The Eligibility Payer ID pulls from the Payer ID field in Open Dental.

  1. In Open Dental, navigate to Setup > Family / Insurance > Payer IDs

  2. Payer ID is listed in the Payer ID column

  3. To edit, double click the insurance in question, then enter the Payer ID in the Payer ID field


Eaglesoft

Member ID

The Eligibility Member ID pulls from the Primary Member ID field within Preferences in Eaglesoft.

Click here to learn why we use the Primary Member ID in Eaglesoft versus the Carrier ID.

  1. In Eaglesoft, open the Person List

  2. Double click on the patient in question

  3. Click Preferences

  4. Ensure the patient’s member ID is entered into the Primary Member ID field

Payer ID

The Eligibility Payer ID pulls from the Claim Payer ID field in Eaglesoft.

  1. In Eaglesoft, go to Lists > Insurance Companies

  2. Select the insurance in question and click Edit

  3. Ensure the patient's Payer ID is entered into the Claim Payer ID field


Dentrix

Member ID

The Eligibility Member ID pulls from the Subscriber ID # field within Dentrix.

  1. In Dentrix, open the patient’s Family File

  2. Double click the Primary Dental Insurance field

  3. The patient's Member ID is entered into the Subscriber ID # field

Payer ID

The Eligibility Payer ID pulls from the Payor ID column in Dentrix.

  1. In Dentrix, open the Dentrix Office Manager

  2. Click Maintenance > Reference > Insurance Maintenance

  3. The patient's Payer ID will be listed under the Payor ID column

  4. To edit, double click on the insurance in question

  5. Enter the Payer ID in the Payor ID field. Or, you can click > next to the field to utilize Dentrix's Payor ID lookup feature to look up the ID by Payor Name

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