Use the Eligibility Inquiry Tool

The Eligibility Inquiry Tool allows you to search for patient benefits in real-time! Here's how to use it!

  1. Go to Matrix > Eligibility Inquiry.
  2. The Insurance Eligibility Inquiry window will display.
  3. All fields must be completed before you can search benefits. Note: the Orthodontist Identifier and the Billing Tax ID will auto-populate after you select Orthodontist and Location.
  4. If you do not know the Insurance Payer ID, click the arrow icon below this field. The link will take you to the DentalXChange Payer List, where you can search the ID by Payer Name or Payer Address.

  1. Once all fields are complete, click Retrieve Eligibility.

  1. If the Eligibility Inquiry tool finds results from the data you entered, the benefits will open in a new window.
  2. Take screenshots of relevant information and place the screenshot documents in the patient's iPortfolio.

Please note that the results you receive from the Eligibility Inquiry are limited to what the Insurance Payer chooses to share in the database. If you do not receive search results with this tool, it does not necessarily mean that the patient does not have coverage. Team Tops recommends that you contact the Insurance Payer via phone or website to verify benefits.

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