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guides:sharp-revenue-quick-check [2026/06/18 17:30] – Note that eligibility may require DOB/gender depending on payer brad.sharpguides:sharp-revenue-quick-check [2026/06/18 17:36] (current) – Standardize support contact; emphasize more input = better results brad.sharp
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 <WRAP center round tip 90%> <WRAP center round tip 90%>
-Providing the **Patient State** (and **Subscriber State** when different) can improve results for some payers and for coverage discovery.+**The more information you enter, the better your results.** **Coverage Discovery** uses every detail you provide — name, date of birth, gender, address, SSN — to search for the patient's insurance, so the more you give it, the more likely it is to find active coverage. For **Eligibility**, fuller patient information makes the payer far less likely to return an error or a "Not Found." Providing the **Patient State** (and **Subscriber State** when different) helps especially.
 </WRAP> </WRAP>
  
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 ===== Tips & Best Practices ===== ===== Tips & Best Practices =====
  
 +  * **The more you enter, the better the result** — Quick Check uses every field you provide. **Coverage Discovery** fishes for the patient's insurance using everything you give it (date of birth, gender, address, SSN), so more detail means more hits. For **Eligibility**, richer patient information makes the payer far less likely to return an error or a "Not Found."
   * **Use Quick Check for one-offs** — a quick verification, a new caller, or a coverage hunt. For patients you'll see again, save them so visits and history are kept.   * **Use Quick Check for one-offs** — a quick verification, a new caller, or a coverage hunt. For patients you'll see again, save them so visits and history are kept.
   * **For Eligibility, double-check the payer and Subscriber ID** — the wrong payer is the most common cause of a "Not Found" result.   * **For Eligibility, double-check the payer and Subscriber ID** — the wrong payer is the most common cause of a "Not Found" result.
   * **Add Date of Birth and Gender for eligibility** — many payers require them, and requirements differ by payer. If a check fails, this is the first thing to add.   * **Add Date of Birth and Gender for eligibility** — many payers require them, and requirements differ by payer. If a check fails, this is the first thing to add.
-  * **Not sure of the payer? Run Coverage Discovery** instead of Eligibility — it searches for active coverage without needing a payer up front. +  * **Not sure of the payer? Run Coverage Discovery** — it searches for active coverage without needing a payer up front, using whatever patient details you provide.
-  * **Add state when you can** — it improves match confidence for some payers.+
   * **Don't see a product you expect?** Products are enabled per account — contact ClaimRev to have one turned on.   * **Don't see a product you expect?** Products are enabled per account — contact ClaimRev to have one turned on.
  
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-//Need help? Contact ClaimRev support at [[mailto:support@claimrev.com|support&#64;claimrev.com]] or call 918-942-9564.// +//Need help? Contact ClaimRev support at [[mailto:help@claimrev.com|help&#64;claimrev.com]] or call 918-842-9564.//
guides/sharp-revenue-quick-check.txt · Last modified: by brad.sharp
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