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Eligibility checks

Taiga verifies coverage before every claim goes out — and the Eligibility page is where you review those checks or verify a patient's coverage yourself.

Written by Nanda Guntupalli

Taiga runs an eligibility check before every claim is submitted — automatically, as part of the billing workflow. The Eligibility page is where those checks live: use it to review results, or to verify a patient's coverage yourself when you want an answer ahead of a visit.

Checked before every claim, automatically

You don't have to do anything to get this. Before a claim goes out the door, Taiga verifies the patient's coverage is active with the payer being billed. This heads off the most common denial patterns practices deal with before switching to Taiga:

  • Claims billed against inactive or terminated coverage

  • Wrong payer — the patient switched plans and the old card is on file

  • Member ID mismatches that bounce at the payer's front door

  • Coverage that changed between scheduling and the visit

Each of these normally surfaces weeks later as a rejection or denial and starts a rework cycle. Caught at eligibility, the fix happens before submission — correcting the member ID, billing the right payer, or confirming new insurance with the patient.

The Eligibility page

Reading the page

Each row is one eligibility check:

  • Status — whether the patient's coverage is active for the plan checked.

  • Patient — the patient's name and member ID.

  • Service date — the date the check applies to.

  • Payer and plan — who the coverage is with.

  • Benefits and group — plan-level details returned by the payer.

  • Provider — the rendering provider NPI the check ran against.

  • Next action — what happens next (for example, "Verified" when coverage checks out).

Filter by member ID, payer, provider NPI, or service date to drill into a specific patient or plan.

Verifying coverage yourself

The page is also there for when your team wants a coverage answer on demand — before an upcoming visit, after a patient reports new insurance, or while sorting out a front-desk question. Make sure the patient's coverage is on file (see the Patients page), and the resulting checks appear here alongside the automatic ones.

When a check flags something that needs your team's confirmation — like updated insurance — it will surface on the Queues page.

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