Version 14.19

Path: Utilities Menu > Manage Practice > Insurance Payers (Keyboard Shortcut keys: [Alt][U][P][I])

Overview

From time to time, your office may need to edit a provider pin or group number, as identified by a payer. This information is added to the provider record that is housed within the Insurance Payer List table (Utilities > Manage Practice > Insurance Payers).

Modifying a Provider Record

1. Click to highlight the Insurance Payer to modify. 
2. Click the small Insert Record button to the left of the Insurance Payer Name. The listing will expand, displaying associated providers for this payer. 
3. Click to highlight the associated provider record you wish to edit. 
4. Click the small Edit button  in the small tool bar below the Associated Provider listings for this payer. The Insurance Carrier Provider Information window will open. 
5. In the Insurance Carrier Provider Information window, edit the fields as appropriate per the payer's requirement. 

1. Click the Save button  at the bottom of the form to save changes and return to the Insurance Payers List window.

Version 14.10

Path: Utilities Menu > Manage Practice > Insurance Payers (Keyboard Shortcut keys: [Alt][U][P][I])

Overview

From time to time, your office may need to edit a provider pin or group number, as identified by a payer. This information is added to the provider record that is housed within the Insurance Payer List table (Utilities > Manage Practice > Insurance Payers).

Modifying a Provider Record

1. Click to highlight the Insurance Payer to modify. 
2. Click the small Insert Record button to the left of the Insurance Payer Name. The listing will expand, displaying associated providers for this payer. 
3. Click to highlight the associated provider record you wish to edit. 
4. Click the small Edit button  in the small tool bar below the Associated Provider listings for this payer. The Insurance Carrier Provider Information window will open. 
5. In the Insurance Carrier Provider Information window, edit the fields as appropriate per the payer's requirement. 

Warning: Line 25 (Tax ID) is the first place OP will look when populating the Tax ID on claims. If this field is blank, OP will defer to the Tax ID field of the Locations tab. For more information on the order in which OP considers Tax ID for claims, visit Tax ID Setup.

1. Click the Save button  at the bottom of the form to save changes and return to the Insurance Payers List window.

Version 14.8

Path: Utilities Menu > Manage Practice > Insurance Payers (Keyboard Shortcut keys: [Alt][U][P][I])

Overview

From time to time, your office may need to edit a provider pin or group number, as identified by a payer. This information is kept and updated in the Insurance Payer.

Modifying a Provider Record

1. Click to highlight the Insurance Payer to modify. 
2. Click the small Insert Record button to the left of the Insurance Payer Name. The listing will expand, displaying associated providers for this payer. 
3. Click to highlight the associated provider record you wish to edit. 
4. Click the small Edit button  in the small tool bar below the Associated Provider listings for this payer. The Insurance Carrier - Provider Information window will open. 
5. In the Insurance Carrier Provider Information window, edit the fields as appropriate. 
6. Click the Save button  at the bottom of the form to save changes and return to the Insurance Payers List window.