> ## Documentation Index
> Fetch the complete documentation index at: https://docs.healos.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Eligibility setup

> What to have ready, the steps, how to test, and what blocks go-live for insurance eligibility checks.

HealOS checks a patient's insurance coverage with the payer in real time, from the dashboard or during a call with the AI receptionist.

## What to have ready

* **Your accepted payers.** The list the AI receptionist should check against.
* **A decision on who gets checked:** new patients only, or all patients.
* **Payer portal logins** for payers where the clearinghouse returns nothing. Without them HealOS cannot answer for those payers.

## Steps

**1. Run a check in the dashboard**

Open **AI Benefit Verification**, find the payer, and run a check with a member id. This shows what the payer returns for your practice.

**2. Turn on checks in the receptionist**

In the AI Frontdesk settings, turn on **Verify benefits before booking** and choose who to verify.

**3. Add portal logins where needed**

For payers that return nothing through the clearinghouse, give us the portal login so HealOS can check there.

## How to test

1. Run a check in the dashboard for a patient you know is covered.
2. Call the AI receptionist as that patient and book a visit. The check appears in **Insurance Checks**.

## What blocks go-live

* The payer returns nothing through the clearinghouse and there is no portal login.
* The receptionist setting is off.

You are live when the first eligibility answer comes back from a payer.


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