This will display a list of payers which can be organized by Active, Inactive, or all payers.
Select Add payer to add a new payer to your list.
This will display a pane on the right hand side which will allow you to choose from our list of payers, or add a custom payer and provide additional contact and plan information.
Required fields are indicated by an orange asterisk.
When you have completed adding the payer, select Save in the bottom right hand corner. This payer will be added to your list.
To add insurance within the patient chart, select the Profile tab and scroll down to the Insurance section.
To add insurance, select Add and a pane will display on the right hand side. Required fields are marked by an orange asterisk.
You can add multiple patient insurance accounts within the patient profile. You can also print the active insurance and sort the insurance list by Active/Inactive.
Adding a guarantor
To add the guarantor for a patient, open their chart and select the Profile tab.
Scroll down to Payment information --> Guarantor to enter guarantor information.
Click Save in the top right hand corner to save your updates.
Adding a custom payer within the patient chart:
Within the Insurance section of the patient's Profile, click Add.
Begin typing in the payer name. You will see an option to add a new payer if the insurance is not currently in our list.
A window will open to add a payer to the EHR, directly from the patients chart.
Editing a payer within the patient chart:
After a Payer has been added, you may also edit payer details within the patient chart. To do this, click Edit payer and plan details.
Please Note: You cannot change the name of the Payer after saving. You will need to mark the Payer Inactive in the Payer List and add a new payer with the updated name.
For more information on adding insurance, please see: How do I add a payer that is not listed in the drop-down?