Related Training
Adding Insurance Payers and Plans Recorded Class
To add a new Insurance Payer:
- From the User menu, click Administration.
- Select Insurance > Payers.
- Under Actions, click Add New Payer.
- In the Payer Name field, enter the name of the insurance company (Delta Dental, Aetna, and so forth).
- In the Status field, select Active or Inactive.
- In the Payer ID field, enter the ID of the payer. This should be a combination of numbers and letters.
- In the eServices section, select the services enabled for the payer.
Note: Some services can be turned on or off depending on which ones are enabled for your practice and the payer. If a payer does not support an available eService, certain workflow options may be disabled for that payer. - Complete the Contact Information fields.
- Click Create.
To edit an Insurance Payer:
- From the User menu, click Administration.
- Select Insurance > Payers.
- Click the Insurance Payer name you want to edit. The Update Payer window is displayed.
- Make the necessary changes.
- Click Update.
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