We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Associate an Insurance Contract with a Payer

Version 14.19
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.
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.