Integrated Eligibility With Waystar

Integrated Eligibility With Waystar

Integrated Eligibility

We are working with Waystar to bring you integrated eligibility verification. This feature lets you send a request to verify information before rending services. Verification is done in real time for an individual patient.

 
In Settings + Directories

1.  Go to Group Level Settings & Directories tab > Sites/Letterheads tab > Facility Info tab.

2.  Choose a location in the left column.  

3.  Make sure that the following areas are filled out (see screenshot below):

  1. Site Name
  2. NPI for Facility

Screenshot for Integrated Eligibility With Waystar

There are areas in demographics that need to be filled out:

1.  On the Patient Information tab, make sure that the following areas are filled out:

  1. First and last name 
  2. Date of Birth
  3. Where Seen

Screenshot for Integrated Eligibility With Waystar
  
2.  On the Insurance Information tab, make sure that the following areas are filled out:

  1. Payer's name (Insurance)
  2. Member ID/Policy #
  3. Group # (optional)
  4. Patient Relationship to Insured
  5. Insured Party (if different than the patient)
  6. Insurance Provider Name (should be autofilled)
  7. Payer ID
  8. Eligibility ID
  9. Insurance Type

Screenshot for Integrated Eligibility With Waystar


How To Use

1.  From the Insurance Information section, click into the Eligibility tab. 

Screenshot for Integrated Eligibility With Waystar

2.  Click the Screenshot for Integrated Eligibility With Waystar button to submit.  This will generate an ANSI message (270), convert it to XML which sends to the clearinghouse (Waystar), then ICANotes receives an XML, translates the ANSI, and then parses the ANSI into read-only information which can be viewed on the Integrated Eligibility tab.

 
3.  If you want to see all the benefits, click the Screenshot for Integrated Eligibility With Waystar button.  You will see the entire benefit details by scrolling up and down in the popover button. 

Screenshot for Integrated Eligibility With Waystar

Note:  If you receive an error, verify that all the information noted above is filled out and try again.

Screenshot for Integrated Eligibility With Waystar

In situations where the clearinghouse returns an error message or is non-responsive, you can click on the error message itself to see a pop-out that will provide more contextual information about the error. The following is an example error message