Permissions: You must have Billing Permissions.
- Click Billing in navigation.
- Click Insurers.
- Click Add New Insurer.
- Add Insurer Name and Insurance Type.
NOTE: If an Insurer is missing from the list, select Other.
- Once selected, the Insurer's Payer ID is entered for you.
- Complete the Insurer's Address.
- If you have legacy Insurer IDs, you can enter it under Additional Insurer ID (i.e., Taxonomy Code). Learn more about Taxonomy Codes.
- Adjust EDI File Settings if desired by selecting or deselecting checkboxes. Learn more about EDI File Settings.
NOTE: If a supervision appointment is linked and overlapping with a direct appointment and they are invoiced and billed together, any overlapping time/units for the direct appointment is not billed, and any remaining time/units is billed separately.
- Click Save.