Differences

This shows you the differences between two versions of the page.

--- guides:sharp-revenue-quick-check [2026/06/18 17:25] – Add Quick Check guide (eligibility & other products without saving a patient) brad.sharp
+++ guides:sharp-revenue-quick-check [2026/06/18 17:36] (current) – Standardize support contact; emphasize more input = better results brad.sharp
@@ Line 45: / Line 45: @@
   * **Gender** — Male, Female, or Unknown
   * **Provider** — choose a clinic/provider so the request is sent under that NPI. Leave it on **Use practice default** to send under your practice's default provider.
+<WRAP center round important 90%>
+These fields are optional in the form, but some payers **require a Date of Birth and/or Gender** to return an eligibility result. Every payer is different — one may accept just a name and Subscriber ID, while another rejects the request without a DOB. If an eligibility check comes back **Not Found** or with a validation error, try adding Date of Birth and Gender and run it again.
+</WRAP>
 ==== Additional Patient Details ====
@@ Line 55: / Line 59: @@
 <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>
@@ Line 85: / Line 89: @@
 | **Eligibility requires a Subscriber ID** | Once a payer is selected, eligibility needs the member's Subscriber ID. |
 | **Eligibility and Coverage Discovery can't run together** | Coverage Discovery //finds// the payer, while Eligibility checks //against// a known payer — run one or the other. |
+<WRAP center round important 90%>
+Beyond these rules, individual payers may have their own requirements — most commonly a **Date of Birth** and **Gender**. Requirements vary from payer to payer, so a check that succeeds for one payer may need more information for another.
+</WRAP>
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@@ Line 121: / Line 129: @@
 ===== 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.
   * **For Eligibility, double-check the payer and Subscriber ID** — the wrong payer is the most common cause of a "Not Found" result.
-  * **Not sure of the payer? Run Coverage Discovery** instead of Eligibility — it searches for active coverage without needing a payer up front.
+  * **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 state and date of birth** when you can — they improve match confidence.
+  * **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.
   * **Don't see a product you expect?** Products are enabled per account — contact ClaimRev to have one turned on.
 ----
-//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.//