![](https://vynedental.com/wp-content/uploads/2023/12/vyne-trellis-logo-white-300x73.png)
Customize Your Automated Eligibility Experience
Eligibility Settings
1. Click on the Settings wheel on the Eligibility page
2. Choose your Automated Settings to verify eligibility X days before a patient’s scheduled appointment
3. Select if you want the Patient Update Form ON when a “Not Eligible” status is detected which will automatically send the patient the Insurance Update Form
a) Choose the times of day to send a message
b) Select Default or Custom Message
c) Choose the Delivery Method
![](https://vynedental.com/wp-content/uploads/2024/03/eligibility-settings.png)
Insurance Update Form
When you’ve selected the Patient Update Form setting to be ON, and a ‘Not Eligible” status is detected after auto-verification, Vyne Dental will automatically send your patient a text or email message on your behalf to retrieve updated insurance information and subsequently re-verify eligibility using the updated insurance information.
1. Eligibility is initially verified and a Not Eligible status is detected.
![](https://vynedental.com/wp-content/uploads/2024/03/insurance-form-update-1-1030x298.png)
2. The patient receives a text/email (depending on your preference in Settings).
![](https://vynedental.com/wp-content/uploads/2024/03/insurance-form-update-2.png)
3. The status is updated to Pending Response in Vyne Trellis.
![](https://vynedental.com/wp-content/uploads/2024/03/insurance-form-update-3.png)
4. The patient fills out the form and clicks Submit.
![](https://vynedental.com/wp-content/uploads/2024/03/insurance-form-update-4.png)
5. Vyne automatically re-verifies eligibility with the updated information and provides a new response that includes the patients’ updated information.
![](https://vynedental.com/wp-content/uploads/2024/03/insurance-form-update-5.png)