Add Insurers / Payers

Add Insurers

1. Click the Billing tab in the side navigation bar.
2. Click Insurers in the drop-down menu.
3. Click +Add New Insurer.

   

   
    
4. Add Insurer Name and the Payer Id may auto-populate if you use Ensora Clearinghouse. If not, enter the Payer Id. 

   NOTE: If you use Ensora Clearinghouse, see the Ensora Clearinghouse Payer ID List to double-check and verify that the correct Payer ID is entered.

5. Select the Insurance Type from the dropdown. 

   

    

6. Complete the Address under Insurer Contact.

7. Click Save in the top-right. 

Optional Payer Settings

1. Enable Appointment Messaging for Authorizations
   Turn on to enable messaging in the appointment window to notify about authorization status including how many units/sessions are available or remaining. The messaging you will receive on the appointment model related to the number of units/sessions available or remaining will depend on whether you have Use Kept and Upcoming appointments to calculate exhaustion for authorizations enabled or disabled. See Set a Reauthorization Reminder for more information.

   

    

2. Adjust EDI File Settings if desired, by selecting or deselecting checkboxes.
   See Set Up EDI File Settings for more information.
3. Additional Insurer ID(s) for if you have legacy Insurer IDs, you can enter them here. (i.e., Taxonomy Code).
   See Find & Enter My Taxonomy Code for more information.
4. Payer Fee Schedule
   This documents allowed amounts for services on a per-insurer basis.
5. Click Save.