User Guide

The Optum Real Pre-Service Eligibility API helps your practice determine whether a patient is eligible for services before their appointment. This tool is designed to reduce administrative burden and improve scheduling efficiency by giving you real-time access to eligibility information.

When to use it:

  • Confirm eligibility after an appointment is scheduled to ensure coverage before the patient arrives
  • Check eligibility during scheduling to avoid booking patients without coverage, saving time for staff and patients

How it helps:

  • Reduces last-minute cancellations due to coverage issues
  • Helps ensure smoother check-in and billing processes
  • Minimizes time spent on follow-up calls or rescheduling

What you’ll see:

  • A simple response indicating whether the patient is eligible
  • Additional details (if applicable) about coverage limitations or requirements

How it’s different:

  • View the member’s ID card, including front and back
  • Identify provider network status in real time
  • Access enhanced coordination of benefits using payer rosters instead of limited payer-set flags