Check Eligibility Manually

Pavillio automatically checks eligibility every Sunday afternoon and every 1st of the month. In some cases, you may want to manually check eligibility, such as with a new Client.

To manually check eligibility:

  1. Go to Clients > Current Clients and find the Client record.

  2. Click the Ellipsis next to the Client's name.

  3. Select Check Eligibility.

    Select Check Eligibility

The eligibility check runs and eligibility status is updated automatically.