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.

Modifying an Associated Provider Record

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. 

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 14.10
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.