How to Add a Payer for Paper Claims

How to Add a Payer for Paper Claims

To add a payer for paper claims:

Under the A/C#, go to the Insurance Tab and respective Insurance Type (Primary Insurance, Secondary Insurance)

Use the Plan drop-down list to search for the plan and details, if already in your database.

If the plan is in the drop-down, highlight it and tab. Click the ... between the drop-down list and the + sign to edit and remove the payer ID for Paper Claims, if needed.


Or, if the plan is not in the drop-down list, click the + sign to add, using the Insurance Plan Lookup tool, searching by PO box or Street Address numbers and State, as the name and type may vary per practice.
 
If found in the list, choose Select Plan. 


If not found, Select Add New Plan and add all field details to add to your Insurance List. Once the Plan has been added, the payer can be edited for the practice insurance list by users with Account Manager privileges. (Settings > Insurance > Show Insurance Plans)



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