Insurance & Eligibility · Eligibility Troubleshooting
Incorrect Date of Birth #
A date-of-birth mismatch can prevent the payer from matching the patient or subscriber during eligibility.
What to do #
- Determine whether the payer expects the patient or subscriber date of birth in the relevant transaction context.
- Compare the stored date with the approved source.
- Correct the appropriate patient/subscriber record only when verified.
- Rerun eligibility after the correction.
Verify before you finish #
- Month/day/year were not transposed.
- The correct person’s date of birth was updated.
- No placeholder date was entered.
Important
Changing a date of birth affects core identifying information. Verify it before saving.