About Client Eligibility

Client eligibility is a set of rules and conditions that a client must meet, sometimes within a specific area, to be able to use a demand response service.

Eligibility conditions can be created and assigned to the client and to define the travel parameters for the client under that condition.

These rules are site-specific, and may fall into a variety of categories. For example, eligibility conditions can involve client criteria, such as booking restrictions (visitors, applicants with interviews, authorized travel coordinators, trip quotas), travel restrictions (required attendants, hand-to-hand custody, journeys accessible via fixed route, vehicle type restrictions), or functional restrictions (weather, path of travel, time of day, variable health).

Before you assign eligibility conditions and define rules, click Tools > System Properties. On the Profile tab, click PASS Booking Client > Enforce Client Eligibility Rules. Click Yes. This allows the system to check that a booking complies with all eligibility parameters before it is saved. All the travel parameters defined for an eligibility condition are used in a booking where the eligibility condition applies. Most of the input fields, however, are optional. When no selection is made, the system applies the values set elsewhere in Client Registration by default.

Basic client eligibility is summarized on the Certification tab in Client Registration. If your site uses PASS-CERT, this information can be populated using that module. Information recorded on the Certification tab can include the following:
  • Eligible From and To dates
  • Suspended from and To dates
    • If Service Infractions is used, a Suspension History button is available that provides more information about the client suspension.
  • Medicare from and To dates
  • Medicaid from and To dates
  • Medicare and Medicaid identification numbers
  • Whether the client has a permanent condition (Perm. Cond.) or is a Visitor
  • Application dates
  • Date associated with a Lost Card
  • Certification status of the client (for example, Approved)