---
title: Client Eligibility
description: It is very important that the client has the correct PMI/Member ID for them input in Billiyo as this is how their eligibility is run! No real client information was used.
---
[Skip to content](https://knowledge.billiyo.com/knowledge/client-eligibility#main-content)
English
Show submenu for translations
[![LOGO BLUE.png\]](https://knowledge.billiyo.com/hs-fs/hubfs/LOGO%20BLUE.png?height=40&name=LOGO%20BLUE.png)](https://billiyo.com/)
Open main navigation
Close main navigation
- English
Show submenu for translations
- [Portal Login](https://billiyo.com/App/security/signin.aspx)
[Portal Login](https://billiyo.com/App/security/signin.aspx)
Looking for something specific?
- There are no suggestions because the search field is empty.
1. [Help Center](https://knowledge.billiyo.com/knowledge?hsLang=en)
2. [Clients](https://knowledge.billiyo.com/knowledge/clients?hsLang=en)
3. [Client eligibility](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#client-eligibility)
# Client Eligibility
## Check that clients are eligible to receive services and have an active payer to cover services rendered.
For this report to run, it is **very important** that a client's 8-digit MA number is entered within the *Member ID (PMI) *field in their [client profile](https://knowledge.billiyo.com/knowledge/view-client?hsLang=en). If it is not, information will not be displayed within this page.
**Note**: No payer IDs should be entered in the *Member ID (PMI)* field.
Billiyo runs an eligibility check on every client in your agency on the first and the 16th of every month. We will also run an eligibility report when you first add a client into Billiyo.
### **Table of Contents**
[Accessing the Client Eligibility Page](https://knowledge.billiyo.com/knowledge/client-eligibility#access)
[Filtering + Searching](https://knowledge.billiyo.com/knowledge/client-eligibility#filtering)
[Reviewing Information](https://knowledge.billiyo.com/knowledge/client-eligibility#review)
[Downloading Information](https://knowledge.billiyo.com/knowledge/client-eligibility#download)
---
### Accessing the Client Eligibility Page
To access this page, in the left menu navigate to:
```
CRM > Client Eligibility
```
|  |
| --- |
---
### Filtering + Searching
Upon initial view of the *client eligibility* page, records of all client eligibility run will display in the table.
To focus in on a specific category, use the *Report Type* filter that appears above the table.
|  |
| --- |
| **All Records** | Displays all clients that eligibility was run for appears. |
| --- | --- |
| **Clients Without Insurance** | Displays all clients that do not have insurance coverage. |
| **Payer Changed** | Displays all clients whose payer has changed. |
| **Waiver Changed** | Displays all clients who had changes made to their waiver service. |
| **Spend Down** | Displays all clients who need to pay out of pocket, and includes the amount they need to pay ("Spend Down"). |
Additionally, there are search fields that appear above each column heading that can be used to search for a specific client or item.
|  |
| --- |
---
### Reviewing Information
After narrowing down the information you'd like to review, or even when viewing all, additional information can be found by clicking on the  to the left of a table line.
|  |
| --- |
---
### Downloading Information
As you review the information within this page, you will see options to download appear.
The first option you'll see for downloading information are the *PDF* and *CSV *buttons that appear above the upper right corner of the table.
|  |
| --- |
The second option for downloading information is within an individual line in the table, after the  is clicked on.
|  |
| --- |
- [Getting Started](https://knowledge.billiyo.com/knowledge/getting-started?hsLang=en#main-content)
- [Onboarding trainings](https://knowledge.billiyo.com/knowledge/getting-started?hsLang=en#onboarding-trainings)
- [Clients](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#main-content)
- [Profile related info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#profile-related-info)
- [Patient onboarding](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#patient-onboarding)
- [Patient dashboard related info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#patient-dashboard-related-info)
- [Caregiver connection info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#caregiver-connection-info)
- [Service authorization info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#service-authorization-info)
- [Care plan info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#care-plan-info)
- [Recalibrate client location](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#recalibrate-client-location)
- [User accounts & client portal](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#user-accounts-client-portal)
- [Client eligibility](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#client-eligibility)
- [Q and A](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#q-and-a)
- [Deleting Client Documents](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#deleting-client-documents)
- [Services Tab](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#services-tab)
- [Client Onboarding Application](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#client-onboarding-application)
- [Employee](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#main-content)
- [Profile related items](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#profile-related-items)
- [User account info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#user-account-info)
- [Payroll info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#payroll-info)
- [Employee Hours Summary](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-hours-summary)
- [Expense info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#expense-info)
- [Request app user's location](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#request-app-users-location)
- [Caregiver app info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#caregiver-app-info)
- [Clinical app info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#clinical-app-info)
- [Telephony](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#telephony)
- [Caregiver dashboard](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#caregiver-dashboard)
- [Employee onboarding URL](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-onboarding-url)
- [Q and A](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#q-and-a)
- [Mobile apps](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#mobile-apps)
- [Deleting Employee Documents](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#deleting-employee-documents)
- [Employee Services Tracking](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-services-tracking)
- [Reset Password](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#reset-password)
- [Scheduling & Timesheets](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#main-content)
- [Scheduling related info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#scheduling-related-info)
- [Schedules approval related info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#schedules-approval-related-info)
- [Electronic timesheet info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#electronic-timesheet-info)
- [Manual timesheet Info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#manual-timesheet-info)
- [Manual clock in/out info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#manual-clock-in-out-info)
- [Q and A](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#q-and-a)
- [Clinical & Documentation](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#main-content)
- [Service verification](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#service-verification)
- [Clinical forms info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#clinical-forms-info)
- [Nursing visit](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#nursing-visit)
- [PDN info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#pdn-info)
- [Progress note](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#progress-note)
- [Vitals log](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#vitals-log)
- [Health analysis](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#health-analysis)
- [eMar info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#emar-info)
- [OASIS submissions](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#oasis-submissions)
- [Skilled patient task flow](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#skilled-patient-task-flow)
- [QA QI info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#qa-qi-info)
- [Patient Dashboard](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#patient-dashboard)
- [Physician orders](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#physician-orders)
- [Upload documents info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#upload-documents-info)
- [QP visit documentation](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#qp-visit-documentation)
- [Digitalized documents info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#digitalized-documents-info)
- [Q and A](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#q-and-a)
- [Medication](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#medication)
- [Claims & Invoices](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#main-content)
- [Claim related info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#claim-related-info)
- [Invoice related info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#invoice-related-info)
- [EVV claim related info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#evv-claim-related-info)
- [Claim Detail Report info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#claim-detail-report-info)
- [Denial Analysis Report info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#denial-analysis-report-info)
- [Electronic Remittance info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#electronic-remittance-info)
- [Q and A](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#q-and-a)
- [Service Verification Failed](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#service-verification-failed)
- [Reporting](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#main-content)
- [Dashboards info (excluding "Caregiver Dashboard")](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#dashboards-info-excluding-caregiver-dashboard)
- [Contact Masters](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#contact-masters)
- [ServiceAuth](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#serviceauth)
- [LEIE](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#leie)
- [Balance And Aging](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#balance-and-aging)
- [Batch Detail](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#batch-detail)
- [Late/Missed Schedule](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#late-missed-schedule)
- [Dynamic Report](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#dynamic-report)
- [Cost Report](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#cost-report)
- [Financial Reports](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#financial-reports)
- [Q and A](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#q-and-a)
- [Download Documents](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#download-documents)
- [Settings & Setup](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#main-content)
- [Billiyo subscription info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#billiyo-subscription-info)
- [Company settings info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#company-settings-info)
- [Surveyor user account info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#surveyor-user-account-info)
- [Service type management info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#service-type-management-info)
- [Q and A](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#q-and-a)
- [Basic Company Information](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#basic-company-information)
- [Communication & Tasks](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#main-content)
- [Chat](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#chat)
- [Tasks](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#tasks)
- [Mass communications](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#mass-communications)
- [Reconciling eFax](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#reconciling-efax)
- [View Fax](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#view-fax)
- [Patient Dashboard Communications](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#patient-dashboard-communications)
- [Employee Communications](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#employee-communications)
- [Product Updates](https://knowledge.billiyo.com/knowledge/product-updates?hsLang=en#main-content)
- [Product updates](https://knowledge.billiyo.com/knowledge/product-updates?hsLang=en#product-updates)
- [Electronic Visit Verification (EVV)](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv?hsLang=en#main-content)
- [Minnesota (MN) EVV](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv?hsLang=en#minnesota-mn-evv)
- [Review EVV](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv?hsLang=en#review-evv)
- [More](https://knowledge.billiyo.com/knowledge/more?hsLang=en#main-content)
- [Company](https://knowledge.billiyo.com/knowledge/more?hsLang=en#company)
- [User Account](https://knowledge.billiyo.com/knowledge/more?hsLang=en#user-account)
- [Product Updates](https://knowledge.billiyo.com/knowledge/more?hsLang=en#product-updates)
- [Mobile Apps](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#main-content)
- [Billiyo for Caregiver App](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#billiyo-for-caregiver-app)
- [Billiyo Clinical App](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#billiyo-clinical-app)
- [Billiyo for Adult Day Care App](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#billiyo-for-adult-day-care-app)
- [CRM](https://knowledge.billiyo.com/knowledge/crm?hsLang=en#main-content)
- [Service Auths](https://knowledge.billiyo.com/knowledge/crm?hsLang=en#service-auths)
- [Dashboards](https://knowledge.billiyo.com/knowledge/dashboards?hsLang=en#main-content)
- [Document Hub](https://knowledge.billiyo.com/knowledge/dashboards?hsLang=en#document-hub)
- [Adult Day Care](https://knowledge.billiyo.com/knowledge/adult-day-care?hsLang=en#main-content)
- [Adult Daycare App](https://knowledge.billiyo.com/knowledge/adult-day-care?hsLang=en#adult-daycare-app)
[](http://billiyo.com)
Billiyo Help Center
Copyright © 2026, Billiyo Health Inc.