{"id":927,"date":"2021-03-17T20:39:28","date_gmt":"2021-03-17T20:39:28","guid":{"rendered":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/?p=927"},"modified":"2021-03-17T21:14:34","modified_gmt":"2021-03-17T21:14:34","slug":"lytec-online-eligibility-chec","status":"publish","type":"post","link":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/lytec-online-eligibility-chec\/","title":{"rendered":"Eligibility Patient Demographic Query & Update"},"content":{"rendered":"\n

You can now complete a new or existing patient\u2019s demographic information as part of an eligibility check in Lytec 2021. Once basic information for the patient has been entered into Lytec, performing an eligibility check will initiate a deposit of patient data into the existing Pending Patients feature. Then, you can update and import that information into the patient\u2019s record.

Eligibility Information
\u2022 When an eligibility request is sent, it will use the current system date as it always has.
\u2022 The patient\u2019s insurance carrier may or may not send complete demographic information back with the Eligibility Request. Each payer is different.

As part of this feature, several updates have been made in Lytec.<\/p>\n\n\n\n

Updated Patients screen<\/strong>
There is a button on the Patients screen: Save and Query (also Ctrl + F9). Click this button to save a new patient\u2019s record and initiate the eligibility request. Data that returns from your clearinghouse will populate the Pending Patients screen. You can then verify and modify the data and save it to the patient\u2019s record.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The minimum required fields for performing an eligibility check are as follows:
\u2022 LAST NAME (from Patient Information tab)
\u2022 FIRST NAME
\u2022 MIDDLE NAME
\u2022 BIRTH DATE
\u2022 PRIMARY INSURANCE CODE (from Primary Insurance tab)
\u2022 INSURED ID NUMBER\/MBI (from Primary Insurance tab)
\u2022 PROVIDER (from Associations tab)

eMDs recommends that you make these fields required for all new patient records.

Eligibility Check for Existing Patients<\/strong>
After the request completes, the eligibility results appear; and then when that screen is closed, the pending Patient screen opens.

When viewing the Pending Patients screen, data returned from the eligibility request that differs from existing patient fields will automatically populate\/overwrite data on the left side.

On the left side Patient screen, changed data fields appear with a red field label and a red flag is on any tab where any data was updated. The right side displays the new values returned from the Eligibility request, as well as the previous values for reference.

Exceptions:
\u2022 If zip code+4 comes in as blank AND zip from the request returns a different 5 digit zip, the system will update the 5 digit zip and blank out the +4.
\u2022 If address 2 comes in as blank AND address 1 changed, the system blanks out address 2.
\u2022 For all other fields, the system will never overwrite a field with an incoming blank value. So if the request does not return a value, the system will not blank out a previously populated field.<\/p>\n\n\n\n

Eligibility check for new patient using the Patients screen<\/strong><\/p>\n\n\n\n

  1. In Lytec, select Lists > Patient > Patients. The Patients screen opens.<\/li>
  2. Click the New or Cancel button depending on your setup.<\/li>
  3. Enter the required information for the new patient.<\/li>
  4. Click the Save and Query button. The eligibility request is initiated and the Eligibility
    Verification Results screen opens.<\/li><\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
    1. Close the Eligibility Verification Results screen. The Patient record and Pending Patients section open.<\/li><\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Changed data appears with a red field header and a red flag on tabs with changed data on the Patients screen on the left. The right side displays the new value and the previous value.<\/p>\n\n\n\n

      1. Review and update the data as necessary.<\/li>
      2. Click the Save button to save the updated record and close the Pending Patients section.
        Otherwise, click the Close button to leave the record without saving. A confirmation window will appear to verify you wish to close without saving.<\/li><\/ol>\n\n\n\n

        Note: if the Pending Patient results are not saved, they will not appear in the Pending Patient list to be worked later like other Pending results from a Mobile Intake do. However, you can later import the pending demographics using the new Import Demographics feature

        Updated Insert\/Edit Appointment Screen<\/strong>
        There is a new button on the Insert\/Edit Appointment screen: Save and Query. Clicking this button enables you to perform an eligibility verification for a patient while creating the appointment. This option will speed up the process of entering a new patient and checking that patient\u2019s eligibility.
        <\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        Scheduling an appointment for a new patient and performing an eligibility check<\/strong><\/p>\n\n\n\n

        1. On the Lytec Scheduling menu, select Schedule Appointments.<\/li>
        2. On the Appointments screen, right-click an empty time slot and click Insert. The Insert Appointment screen opens.<\/li>
        3. Click the magnifying glass on the Patient Chart field. The Find Patient screen opens.<\/li>
        4. Click the Add button. The Quick Add – Patient screen opens.<\/li>
        5. Fill out the information on the screen and click the OK button.
          Note: listed above is the minimum required information to save a patient record for eligibility checking. eMDs recommends that you require complete information at this time.<\/li>
        6. Ensure the new patient is highlighted on the Find Patient screen and click the OK button. The new patient\u2019s information populates the Insert Appointment screen.<\/li>
        7. Click the Save and Query button. The eligibility request is initiated and the Eligibility Verification Results screen opens.<\/li>
        8. Close the Eligibility Verification Results screen. The Patient record and Pending Patients section open.
          Changed data appears with a red field header and a red flag on tabs with changed data on the Patients screen on the left. The right side displays the new value and the previous value.<\/li>
        9. Review and update the data as necessary.<\/li>
        10. Click the Save button to save the updated record and close the Pending Patients section.
          Otherwise, click the Close button to leave the record without saving. A confirmation window will appear to verify you wish to close without saving.<\/li><\/ol>\n\n\n\n

          Updated Right-Click Menu<\/strong>
          There is a new option on the right-click menu for the Appointment scheduler: Patient Demo Quick Query. Selecting this option for an existing appointment will perform an eligibility check for the patient and send additional demographic data back to Lytec to update the patient\u2019s record.<\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n
          1. On the Appointments screen, right-click an appointment and select Patient Demo Quick Query.<\/li>
          2. The eligibility request is initiated and the Eligibility Verification Results screen opens.<\/li>
          3. Close the Eligibility Verification Results screen. The Patient record and Pending Patients section open.
            Changed data appears with a red field header and a red flag on tabs with changed data on the Patients screen on the left. The right side displays the new value and the previous value.<\/li>
          4. Review and update the data as necessary.<\/li>
          5. Click the Save button to save the updated record and close the Pending Patients section.
            Otherwise, click the Close button to leave the record without saving. A confirmation window will appear to verify you wish to close without saving.<\/li><\/ol>\n\n\n\n

            Updated Eligibility Verification Results Screen<\/strong>
            There is a new button on the Eligibility Verification Results screen accessed from the patient or from the main View eligibility results from the toolbar\/ribbon: Import Demographics. Use this button to import patient demographic information from a previous, on-file eligibility result, without having to initiate a new eligibility request.<\/p>\n\n\n\n

            \"\"<\/figure>\n\n\n\n

            If the selected result was performed using an earlier version of Lytec, you will receive an error message. This feature only works for results performed using Lytec 2021.<\/p>\n\n\n\n

            \"\"<\/figure>\n\n\n\n

            Patient information will appear in the Pending Patients section of the Patients screen and you will edit it and save it as you would other Pending patient information.<\/p>\n\n\n\n

            1. On the Lists menu, select Patient and then Patients. The Patients screen opens.
              If you access Eligibility Results Verification from the menu\/ribbon, select View Eligibility Results and proceed to step 4.<\/li>
            2. Select the patient from the Lookup.<\/li>
            3. Click the Patient drop-down on the right and select Eligibility Verification. The Eligibility Results Verification screen opens.<\/li>
            4. Select the previous result that you want to use to update the patient record.<\/li>
            5. Click the Import Demographics button. The Patient screen opens with Pending Patient information on the right.<\/li>
            6. Review and update the data as necessary.<\/li>
            7. Click the Save button to save the updated record and close the Pending Patients section.
              Otherwise, click the Close button to leave the record without saving. A confirmation window will appear to verify you wish to close without saving.<\/li><\/ol>\n\n\n\n

              <\/p>\n","protected":false},"excerpt":{"rendered":"

              You can now complete a new or existing patient\u2019s demographic information as part of an eligibility check in Lytec 2021. Once basic information for the patient has been entered into Lytec, performing an eligibility check will initiate a deposit of patient data into the existing Pending Patients feature. Then, you can update and import that …<\/p>\n

              Eligibility Patient Demographic Query & Update<\/span> Read More »<\/a><\/p>\n","protected":false},"author":1,"featured_media":928,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true},"categories":[13],"tags":[],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2021\/03\/Lytec-Eligibility.png?fit=622%2C499&ssl=1","jetpack_publicize_connections":[],"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/paWDIq-eX","jetpack-related-posts":[{"id":800,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/lytec-eligibility\/","url_meta":{"origin":927,"position":0},"title":"New Easy-to-Understand Eligibility Display","date":"July 23, 2020","format":false,"excerpt":"Improve cash flow! Knowing patient-out-pocket costs has become more critical to practices with the rise in patient responsibility. The new eligibility display in Lytec 2020 makes it easy to see the patient coinsurance, deductible and other benefit information with a simple, easy to use tabbed format that makes life easier\u2026","rel":"","context":"In "What's New"","img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2020\/07\/Eligibility-Verification.jpg?fit=748%2C523&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":592,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/duplicate-patient-checking-lytec-2019\/","url_meta":{"origin":927,"position":1},"title":"Duplicate Patient Checking","date":"May 21, 2019","format":false,"excerpt":"With more and more patients refusing to provide Social Security Numbers, duplicate patient records are on the rise. Lytec 2019 solves this problem by going beyond comparing social security numbers and also looks at the patient's last name and date of birth, helping you in your efforts to eliminate duplication.\u2026","rel":"","context":"In "What's New"","img":{"alt_text":"Duplicate Patients","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-5.png?fit=512%2C256&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":850,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/lytec-medical-2021\/","url_meta":{"origin":927,"position":2},"title":"Lytec 2021 Pre-Sale is Now.","date":"October 20, 2020","format":false,"excerpt":"We are offering discounted pricing on Lytec 2021 to customers that purchase by\u00a0November 20, 2020. After that the price goes up.\u00a0 Don't miss out on your opportunity to reserve your copy at the reduced rate. Contact us immediately to get started today.\u00a0 Click below for a quick video on what\u2026","rel":"","context":"In "What's New"","img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2020\/10\/Lytec2021_300x250.png?fit=300%2C250&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":695,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/setup-default-patient-in-lytec\/","url_meta":{"origin":927,"position":3},"title":"How to setup a default patient in Lytec","date":"June 25, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/344381365 DEFAULT PATIENT SETUP01. Setting up a default patient in Lytec can save time on future patient entries by having certain pieces of information Automatically populate.\u00a0 For example, if all of your patients see the same doctor, or are located in the same state, those pieces of information can appear\u2026","rel":"","context":"In "How To"","img":{"alt_text":"Lytec default patient","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/default-patient.jpg?fit=750%2C500&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":952,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/lytec-patient-color-coding\/","url_meta":{"origin":927,"position":4},"title":"Custom Color Coding of Patients","date":"March 17, 2021","format":false,"excerpt":"https:\/\/player.vimeo.com\/video\/464559647 Color-coding has been added to patients so that you can create a set of colors that represent various tags or identities that you can assign to selected patients with a color coding for instant identification of that patient based on the color shown when performing a Find Patient lookup.Only\u2026","rel":"","context":"In "What's New"","img":{"alt_text":"Lytec Patient Color Coding","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2021\/03\/Color-Coding.png?fit=592%2C473&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":1207,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/how-to-setup-lytec-mobile-v4-0-app-for-windows\/","url_meta":{"origin":927,"position":5},"title":"How to setup Lytec Mobile v4.0 app for Windows","date":"May 7, 2025","format":false,"excerpt":"The Lytec Mobile v4.0 App for Windows, now available with Lytec 2025, gives providers the freedom to manage patient data on-the-go using a Windows laptop or tablet. With the new app, users can:\u2705 Schedule appointments\u2705 Complete patient intake\u2705 Generate and submit superbills in real-time No more paper. No more delays.\u2026","rel":"","context":"In "How To"","img":{"alt_text":"Lytec Mobile 4.0 for Windows","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2025\/05\/Lytec-Mobile.png?fit=1200%2C800&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/posts\/927"}],"collection":[{"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/comments?post=927"}],"version-history":[{"count":5,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/posts\/927\/revisions"}],"predecessor-version":[{"id":942,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/posts\/927\/revisions\/942"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/media\/928"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/media?parent=927"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/categories?post=927"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/tags?post=927"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}