1. Knowledge Base
  2. Medicare Plan Reviews
  3. Conducting a Medicare Plan Review

Identifying Medicare Eligible Patients

To access a list of your Medicare-eligible patients, click on Patients from the left-hand navigation panel to Medicare Eligible Patients. Within this screen, your patients will fall into one of three categories:

  1. Plan Review Eligible: This tab consists of Medicare-eligible patients that have yet to complete or decline a Medicare plan review.
  2. Completed: This tab consists of patients that have been marked as completed a Medicare plan review.
  3. Declined: This tab consists of patients that have been marked as declined a Medicare plan review.