This article explains how you can add relevant insurances to your practice.


The insurance needs to be added and set up effectively to populate the options for the payor. 


How to Add Insurance?


Follow the steps below to add insurance:


1. Navigate to the Settings menu and locate the Billing Setup tab. 

2. Click on Add Insurance. There are two tabs: All Insurance (left) and Facility Selected Insurance (right).

  1. Underneath the All Insurance tab, you will see a list of insurance companies available to add to your practice. 

  2. Locate the required insurance. Click on the Add button to add it to the Facility Selected Insurance tab.

  3. 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. Simultaneously, you can also view insurance details for those under the All Insurance tab. 

  4. Review all the details and edit the information such as Address, Electronic Insurance ID (EID), and Billing abbreviation (if required). 

  5. Once all the changes have been made, click on the Save button. 

  6. To remove the insurance from the Facility Selected Insurance box, select the insurance and click on Remove. 


Steps to Create a New Insurance

If you are unable to locate the payor from the All Insurance tab, you can create the insurance by following these steps:

  1. Click on the "+" icon above the Facility Selected Insurance tab. A pop-up will appear. 
  2. Choose if the payor is Professional/Institutional/School District from the drop-down box (top right corner). 
  3. Add the Insurance name. 
  4. Add the Payor ID. 
  5. Add the Address, City, State, and the ZIP Code. 
  6. Once you have added all the details, you can click on Save.



How to Edit the Insurance Information?

  1. Select the insurance underneath the Facility Selected Insurance tab and click on View Details.
  2. After editing or adding new details, click on Save.