Associate an Insurance Contract with a Payer

Version 14.10
Utilities > Manage Practice > Insurance Payers


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.