How to Add or Edit an Insurance Payer

Related Training
Adding Insurance Payers and Plans Recorded Class

To add a new Insurance Payer:

1. From the User menu, click Administration.
2. Select Insurance > Payers.
3. Under Actions, click Add New Payer. The Create New Payer window is displayed.
4. In the Payer Name field, enter the name of the insurance company (Delta Dental, Aetna, and so forth).
5. In the Status field, select Active or Inactive.
6. In the Payer ID field, enter the Change Healthcare Payer ID number for the payer. 
   Note: Change Healthcare is the partner clearinghouse Carestream Dental uses to transmit and process electronic claims. You can find a Payer's number in the Change Healthcare Payer ID list.
   
   Note: To help ensure that you select the correct Payer ID from the drop-down list, there are badges displayed to indicate the coverage type (Dental or Medical) and whether the payer accepts NEA attachments.
7. 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.
8. Complete the Contact Information fields.
9. Click Create.

To edit an Insurance Payer:

1. From the User menu, click Administration.
2. Select Insurance > Payers.
3. Click the Insurance Payer name you want to edit. The Update Payer window is displayed.
4. Make the necessary changes.
5. Click Update.