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How the eligibility flow works and how to configure it

Eligibility flow setup

Written by Adam Gilmore

The eligibility flow determines whether a patient can proceed to treatment based on the answers and criteria you set.


How it works

Patients complete eligibility questions during onboarding; their answers gate whether they can book or be prescribed.


Configuring it

Eligibility criteria are tied to your consult types and onboarding pathway. To change the criteria, contact [email protected] with the rules you need.

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