You can setup Insurance Companies in the system. Doing so will give you easy access when setup Clients and in your Reporting. You can set up Paper Insurance Payers and Electronic Payers, both of these will be added to a "favorites" list for each type respectively.
NOTE: If you setup Paper Insurance Payers you will want to ensure that you have setup and adjusted your Printer to accommodate Paper Claims.
Related Article: Setup Electronic Payers
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Setup Paper Insurance Payers
Adding a Paper Insurance Payer will create insurance CMS 1500 forms that you will need to print and mail yourself. There are three sections in the Paper Insurance Setup: Insurance Company Information, Special Overrides to Practice Setup, Session Reminder Flags.
Paper Insurance Company Information
- Click Codes Setup from left menu and select Insurance Companies.
- In PAPER Insurance Companies section, click + Add Insurance Company.
- Enter applicable Payer Information, including address.
- What Form to Use?
- Select Insurance CMS-1500 (02/12) to print the form AND data.
- Select Insurance CMS-1500 (02/12) Using Pre-Printed Form to print only data using a pre-printed form. Be sure to set your printer alignment and adjustments if you select this option.
- Accept Assignment Defaults to Yes. If you are billing as an Out of Network Provider, you may change this to No.
Special Overrides to Practice Setup Section
Any information entered in this section will Override any information entered in the Practice Setup.
- Print Practice Name
- Defaults to No, which prints the Provider name as the Billing Provider name in Box 33.
- Select Yes if you need to use the Company name as the Billing Provider name.
- Suppress Taxonomy Defaults to Yes. This does not change for Paper Claims.
- Print NPI block 32 Defaults to No.
- Use Office NPI If an Office NPI is entered in the Office Locations Setup and this drop-down box is Yes, the Office NPI (from Office Locations) will print in block 32a.
Session Reminder Flags
This is a reminder field for you. Internal use only. Any information entered here will be available in the Client Session when you hover over Insurance Note. If you want to enter this on a Claim, you must MANUALLY enter it. After you enter it and save the session, the system will remember it when you enter the next Client Session.