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.
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 ID of the payer.  This should be a combination of numbers and letters.
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.