Please add/update all insurance plans, including work comp plans on the settings/insurance tab first. Then you can link the insurance/work comp plans to the patient in the billing manager, patient demographics screen.
Select the employer from the drop-down menu. The employer section allows searching from the employer's existing list or add a new employer by clicking the + sign.
Add new employer details by clicking the + sign.
Check the Add Details box to select an existing Workers Compensation Insurance company from the dropdown list. Or, to add a new Workers Compensation Insurance plan, click the + button, enter the details and Save. Please refer to the Knowledge Base Article How to Look Up a Workers Comp Payer ID Number in the EDI Portal. https://support.practiceadmin.com/portal/en/kb/articles/how-to-look-up-a-workers-comp-payer-id-number-in-the-edi-portal
To edit, or add a company, use the buttons to the right of the company drop-down. Click the ellipsis (…) to modify the existing details of an employer or click + to add an employer. This will open the Company dialog box. Edit or add any information as necessary.
Under the Workers Compensation Tab, Select the required employer from the drop-down menu. Click to modify the existing details of the employer or click to add an employer. This will open the Company dialog box. Edit or add any information as necessary. The insurance plan and insurance address details get automatically populated when the employer is selected.
information. Click Remove to delete the recorded contact details. Click New to add a new contact.