Batch Eligibility Checks allow billing teams to run eligibility checks for many clients at once, without navigating chart by chart. You can run a batch immediately or schedule checks to run automatically on a one-time or recurring basis.

Batch Eligibility Checks are available to all RCM customers under Billing > Eligibility Checks.

Note: Individual eligibility checks run from a client's chart will not appear in the Batch Eligibility Checks results. This tab is specific to batch runs only.

For a client policy to be included in a batch check, it must have the following information on file:

Policies missing any of these fields will be excluded from the batch automatically. The policy count preview in the setup modal reflects only eligible, complete policies.

Navigate to Billing > Eligibility Checks and click Check Eligibility to open the setup modal and start a new check.

Enter one or more STC or CPT codes to define the type of eligibility check you're running.

Note: Eligibility checks by CPT code may not be supported by all payers.

Use filters to define which client policies will be included in your batch. Available filters:

Filters work together to narrow the batch to exactly the right client-policy combinations. Because filters are applied dynamically, any client who meets the criteria at the time the batch runs will be included — this is especially useful for scheduled batches, where your census may change between now and when the check kicks off.

Before running, review the estimated number of policies that will be checked based on your filters. This is your opportunity to adjust criteria before committing.

To run immediately: Click Run Check. The batch will begin processing and results will appear in the Eligibility Results tab. Batch processing can take several minutes depending on how many policies are included in the batch.

To schedule for the future: Toggle to schedule and configure the following:

Scheduled batches run automatically based on your configuration and do not require manual action each time.

All completed and in-progress batch runs appear here, including both ad hoc and scheduled batches. Results are not shown in real time, your batch must complete in order to view results of individual policies within the batch. Allow several minutes (as much as 15-30 minutes) for a batch to complete, depending on batch size.

Click 'View' or 'Troubleshoot' on a batch result to view the individual policy results. You can filter the results list by date/time range, STC code, or provider.

Tip: Use inactive or error results as a trigger for follow-up action — open the client's chart to investigate policy issues, update insurance information, or contact the payer.

All upcoming scheduled batches are listed here. From this tab you can:

Once a scheduled batch has run, it moves out of this list and its results appear in the Eligibility Results tab.

Which clients are included in a batch? Any client with an active chart in Ritten whose policy meets the filter criteria and has a first name, last name, date of birth, and member ID on file. CRM contacts are not included.

What date of service is used for batch checks? Batch eligibility checks always run against the current date. Backdating and forward-dating are not supported.

Will batch results automatically update the policy status on a client's chart? Not at this time. Results are surfaced in the Eligibility Results tab for your review and action. You can save the status to the chart but auto-saving is not currently supported.

What happens if a batch has an error? If one or more policies in your batch have invalid or incomplete data, your batch will show as 'Completed' but the number of errors will be flagged in the 'Policy Results' column. Error details will be available by clicking into the batch record in the Eligibility Results tab.

Can I rerun a failed batch? Manual batch rerun is not supported in the current release. You can generate a new batch with the same criteria to re-check all policies once corrections have been made or you can run individual eligibility checks from a client's chart.

Do batch checks cost the same as individual checks? Yes. Each policy checked within a batch is billed at the same rate as an individual eligibility check. Your pricing model will not change for batch eligibility checks.