This article explains how you can add relevant insurances to your practice.
To populate the options for the payor, the insurance needs to be added and set up effectively. Follow the steps below to add insurance:
1. Navigate to the Settings menu and locate the Billing Setup tab.
2. Click on Add Insurance.
Underneath the All Insurance tab, you will see a list of insurance companies that are available to add to your practice. Locate the required insurance and click on the Add button to add it to the Facility Selected Insurance box
Once you have added the insurance, select the insurance from the Facility Selected Insurance, and click on View Details to access the details of the payor.
Review all the details and edit the information such as address, Electronic Insurance ID (EID), and Billing abbreviation if required.
Once all the changes have been made, click on the Save button.
To remove the insurance from the Facility Selected Insurance box, select the insurance and click on Remove.
If you are unable to locate the payor from the All Insurance tab, you can create the insurance by following these steps:
- Click on Add Insurance button.
- Choose if the payor is professional or institutional or School District.
- Add the Insurance name.
- Add the Payor ID.
- Add the address, city, state and the ZIP Code.
- Once you have added all the details, you can click on save.
- To edit the information, select the insurance underneath the Facility Selected Insurance tab and click on View Details.
- After editing the details, click on Save.
