Exporting a 270 Client Eligibility File

Navigate to the Client Search screen.

Main Menu > Client

Use the filters to locate the client.

Click Refresh.

Select the client(s).

Select more than one client by pressing and holding the <CTRL> key on the keyboard, and then clicking on the desired client rows.

Right click on the list of clients.

Click Check Eligibility.

The following message appears when the 270 is exported. The file is then uploaded to the Payor.

If there is required information missing on the client's profile, the following error message displays.

Correct these errors on the client's profile, return to the Client screen, and then click Check Eligibility again.

If the file was created correctly with no errors, a Save/Open prompt appears. Click Save, and then select an appropriate location.