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 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.
From the Sharp Revenue toolbar, click Quick Check.
The screen is split into two panels:
Only the patient's name is required to get started:
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:
If the patient is the subscriber, leave this unchecked.
These fields aren't required but improve match accuracy:
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.
Click Additional Patient Details to expand more optional fields:
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.
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).
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:
You must select at least one product before you can run a check.
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.
Click Reset to clear the entire form and start over.
When the check completes, the results panel shows a status banner:
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.
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 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.
Need help? Contact ClaimRev support at help@claimrev.com or call 918-842-9564.