====== Sharp Revenue — Quick Check ====== **Quick Check** lets you run Sharp Revenue products — eligibility, coverage discovery, and any other product enabled for your account — for a person //without saving a patient record//. It's the fastest way to run a one-off check: type in a name, pick what to run, and hit **Run**. Use Quick Check when you just need an answer right now. Use a saved **Patient + Visit** (see the [[guides:sharp-revenue|Sharp Revenue guide]]) when you want the results attached to a patient you'll work with again. Don't see **Quick Check** in the toolbar? Contact ClaimRev to have it enabled for your account. ---- ===== Opening Quick Check ===== From the **Sharp Revenue** toolbar, click **Quick Check**. The screen is split into two panels: * **Left** — the request form where you enter patient and payer details and choose what to run * **Right** — the results panel, which stays empty until you run a check ---- ===== Filling Out the Form ===== ==== Patient Information ==== Only the patient's name is required to get started: * **First Name** //(required)// * **Last Name** //(required)// ==== Patient Is Different From Subscriber ==== If the person receiving service is **not** the policy holder (for example, a child on a parent's plan), check **Patient is different from subscriber**. This reveals a **Subscriber Information** section where you can enter the subscriber's: * First Name and Last Name * Date of Birth * Subscriber ID //(optional)// * Address //(optional)// If the patient //is// the subscriber, leave this unchecked. ==== Optional Patient Details ==== These fields aren't required but improve match accuracy: * **Date of Birth** — entered as MM / DD / YYYY * **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. 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. ==== Additional Patient Details ==== Click **Additional Patient Details** to expand more optional fields: * **Service Date** (MM / DD / YYYY) — defaults to today if left blank * **SSN** * **Address** (Address 1, Address 2, City, State, Zip) * **Phone** and **Email** **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. ---- ===== Selecting a Payer ===== Click **Search Payers** to find and attach a payer. Once a payer is selected, you'll see its payer number and name, plus a **Subscriber ID** field. You can **Change Payer** or remove it at any time. A payer is **optional** in general, but it is **required for an eligibility check** against a specific payer (along with the subscriber's ID). ---- ===== Choosing Products to Run ===== Under **Products to Run**, select one or more products from the dropdown. The list shows only the products enabled for your account, which may include: * **Eligibility** — real-time coverage verification against a specific payer * **Coverage Discovery** — searches for active coverage when you don't know the patient's payer * Other products enabled for your practice You must select at least one product before you can run a check. ==== Rules to Keep in Mind ==== The form will warn you and block **Run** until these are satisfied: ^ Rule ^ Why ^ | **Eligibility requires a payer** | An eligibility check is run against a specific payer, so one must be selected. | | **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. | 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. ---- ===== Running the Check ===== - Confirm at least the patient's **First Name**, **Last Name**, and one **product** are entered - Click **Run** - The right panel shows a loading placeholder while the request is processed - Results appear within seconds, along with the total **response time** Click **Reset** to clear the entire form and start over. ---- ===== Reading the Results ===== When the check completes, the results panel shows a status banner: * **Completed** (green) — the request succeeded * **Request failed** (red) — something went wrong; the error message explains what ==== Open in New Tab ==== Click **Open in New Tab** on the results banner to open the full result in its own page — handy for reviewing details side-by-side or sharing the link. ==== Result Details ==== Eligibility results are shown in the same detailed, tabbed layout used everywhere in Sharp Revenue — including **Quick Info**, **Deductibles**, **Benefits**, **Validations**, and more. For a full explanation of each tab, coverage statuses, and the confidence score, see the **[[guides:sharp-revenue#understanding_the_results|Understanding the Results]]** section of the Sharp Revenue guide. Quick Check does **not** create a patient or visit in your patient list. The check still runs as a normal transaction — so it appears in **Reports > Latest Eligibility Report** and **Transaction Search** — but there's no saved patient to return to later. ---- ===== 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. * **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** — 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:help@claimrev.com|help@claimrev.com]] or call 918-842-9564.//