Thank you Norm. I have made initial contact with Shanon, and will wait for EZClaim demo (tomorrow) and work out the new workflow before we engage her to help.

I still want to have AC Demographics of new but not-yet-seen patients import into EZCLaim Premier for eligibility checking, to avoid double entry. This request was bumped to EZClaim tech support, who replied that I simply export demographics with encounters. Not sure if he understands my need, or is telling me it cannot be done without an encounter.

To all EZCLaim Premier users:

Can I have AC Demographics of new but not-yet-seen patients import into EZClaim Premier for eligibility checking before the visit?

Thank you all.