Version 21.3

Path: Billing tab > Payers

Overview

Once you have added an Insurance Contract into OP, it must be associated to the specific payer to which it pertains. Follow the steps below to associate a contract to a payer.

Associate an Insurance Contract

1. Navigate to the Insurance Payers List using the path above. 
2. Select a Payer.
3. Click the Edit button or double click on the Payer.
4. Click the Contracts tab.
5. Click the New button.
6. From the Contract Chooser window, select the contract to associate with this payer and click Select.  

1. If necessary, change the Effective date, Expiration Date, Location, or Provider using the drop-down. 
2. Click Save when finished. Continue with steps 4-7 to associate additional contracts. 

Delete a Contract

1. Select a Payer.
2. Click the Edit button.
3. Click the Contracts tab.
4. Highlight the Contract to delete and click the Delete button.

Associate a Contract With a Specific Provider for a Payer

Sometimes different providers for a practice will require a different contract than others for some payers.

1. Navigate to the Insurance Payers List using the path above. 
2. Select a Payer.
3. Click the Edit button or double click on the Payer.
4. Click the Contracts tab.
5. Select the contract from the list of contracts.
6. Click the Edit button.
7. Click on the Provider column drop-down and choose a provider.
8. Click the green checkmark to Save.

Associate a Contract With a Specific Location for a Payer

Sometimes different locations for a practice will require a different contract than others for some payers.

1. Navigate to the Insurance Payers List using the path above. 
2. Select a Payer.
3. Click the Edit button or double click on the Payer.
4. Click the Contracts tab.
5. Select the contract from the list of contracts.
6. Click the Edit button.
7. Click on the Location column drop-down and choose a location.
8. Click the green checkmark to Save.

Version 14.10

Utilities > Manage Practice > Insurance Payers

Overview

Insurance Contracts can be created to keep track of an insurance reimbursement schedule. Each insurance company can have their own insurance contract.

Associate an Insurance Contract

1. Select a Payer.
2. Click the Edit  button or double click on the Payer.
3. Click on the Contracts tab.
4. Click the  button.
5. From the dropdown choose the contract to associate with this payer and click Select.  

1. If necessary, change the Effective date, Expiration Date, Location, or Provider using the dropdown. 
2. Click Save when finished. Continue with steps 4-7 to associate additional contracts. 

Deleting a Contract

1. Select a Payer.
2. Click on the Edit  button.
3. Click the Contracts tab.
4. Highlight the Contract to delete and click the Delete button.