Reviewing an Insurance Monitoring Batch

After an insurance monitoring batch runs, Solum gives you a full summary of every patient’s coverage status. This guide walks you through how to read the results, understand what each status means, and fix any patients that need attention.

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Quick Start

1. Go to Insurance Monitoring in the left menu and select Batches.
2. Click the batch you want to review.
3. Check the summary at the top: Active, Inactive, and Failed totals.
4. Click any status card to filter to those patients.
5. Use More Filters → Comments → Have Comments to review troubleshot patients.
6. For failed patients, click … → View Eligibility → Edit and Retry to correct and re-run.

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Step-by-Step

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Step 1 — Navigate to the Batch

1. In the left side menu, hover over Insurance Monitoring.
2. Select Batches from the dropdown.
3. Click the batch you want to review.
   

Hover over Insurance Monitoring in the left menu to reveal the Batches option

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Step 2 — Review the Summary

At the top of the batch page, you will see a summary row showing the total number of checks broken down by status.

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Step 3 — Understand the Statuses

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Step 4 — Review Comments

In some cases, Solum is able to identify and fix issues (such as a name mismatch or incorrect Member ID) and will leave a comment explaining what was found and how the patient ended up as Active. To review commented patients:

1. Click More Filters.
2. Select Comments.
3. Choose Have Comments.
4. Click the black bubble on the left of any patient row to read the comment.

Use the Comments filter to find patients where Solum flagged and resolved a discrepancy

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Step 5 — Understand the Yellow Icon

A yellow icon next to a patient means that what was submitted does not exactly match what the payer has on file. Click on the patient to review the payer’s response and see what differs. The yellow icon indicates a mismatch between submitted data and the payer’s records

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Step 6 — Understand the Columns

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Step 7 — Add Additional Columns

If you want more detail on a batch, you can customize the columns shown.

1. Click Actions.
2. Select View.
3. Enable any additional columns you need.
   
   

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Step 8 — Review a Specific Patient

To open an individual patient’s eligibility detail:

• Click anywhere on the patient row, or
• Click the … menu on the right and select View Eligibility.

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Reviewing Failed Patients

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Step 1 — Filter to Failed

Click the Failed card in the summary to show only failed checks.

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Step 2 — Open the Check

Find the patient, click the … menu on the right, and select View Eligibility. Click the three-dot menu on the right of any patient row to open their eligibility check

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Step 3 — Edit and Retry

On the Eligibility Check detail page, click Edit and Retry. The Edit and Retry button allows you to correct any field and resubmit the check

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Step 4 — Correct and Re-run

On the Retry Eligibility Check form, fix the field that caused the error. The most common issues are:

• Member ID — incorrect or formatted differently than the payer expects
• Date of Birth — mismatch with payer records
• Insurance Payer — wrong payer ID selected
• Date of Service — outside the payer’s accepted range

Once corrected, click Check Eligibility to re-run. Correct the flagged field and click Check Eligibility to resubmit

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Troubleshooting