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:
The Eligibility Member ID pulls from the Subscriber ID field under the Primary Insurance Plan in Open Dental.
In Open Dental, open the Family tab, then select the patient in question
Locate the Subscriber ID field
To edit, double click the cell next to Subscriber ID, then add the updated member ID into the Subscriber ID field under Subscriber Information
The Eligibility Payer ID pulls from the Payer ID field in Open Dental.
In Open Dental, navigate to Setup > Family / Insurance > Payer IDs
Payer ID is listed in the Payer ID column
To edit, double click the insurance in question, then enter the Payer ID in the Payer ID field
The Eligibility Member ID pulls from the Primary Member ID field within Preferences in Eaglesoft.
In Eaglesoft, open the Person List
Double click on the patient in question
Ensure the patient’s member ID is entered into the Primary Member ID field
The Eligibility Payer ID pulls from the Claim Payer ID field in Eaglesoft.
In Eaglesoft, go to Lists > Insurance Companies
Select the insurance in question and click Edit
Ensure the patient's Payer ID is entered into the Claim Payer ID field
The Eligibility Member ID pulls from the Subscriber ID # field within Dentrix.
In Dentrix, open the patient’s Family File
Double click the Primary Dental Insurance field
The patient's Member ID is entered into the Subscriber ID # field
The Eligibility Payer ID pulls from the Payor ID column in Dentrix.
In Dentrix, open the Dentrix Office Manager
Click Maintenance > Reference > Insurance Maintenance
The patient's Payer ID will be listed under the Payor ID column
To edit, double click on the insurance in question
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