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.

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

Only the patient's name is required to get started:

• First Name (required)
• Last Name (required)

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.

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.

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

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:

• 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.

The form will warn you and block Run until these are satisfied:

1. Confirm at least the patient's First Name, Last Name, and one product are entered
2. Click Run
3. The right panel shows a loading placeholder while the request is processed
4. Results appear within seconds, along with the total response time

Click Reset to clear the entire form and start over.

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

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.

• 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 state and date of birth when you can — they improve match confidence.
• 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 support@claimrev.com or call 918-942-9564.