Identifying Medicare Eligible Patients

To access a list of your Medicare-eligible patients, click on the Medicare Plan Reviews tab from the left-hand navigation panel of your Patient Engagement Center. 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.