How do I add Insurance/Payers?

To access your practice's payer list, select Settings in the top-right corner of your account. Within the Billing section, select Payer List.

This will display a list of payers which can be organized by Active, Inactive, or all payers.
Payer list carbonpng

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. 

Adding insurance
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.
guarantor.png

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?

Billing

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  2. What billing partners is Practice Fusion integrated with?
  3. How do I request or update my integration with one of your billing partners?
  4. What are the next steps for my billing integration with Practice Fusion?
  5. How do I create a superbill?
  6. How do I create superbill when I am bound with Kareo?
  7. Superbill Error Message Guides
  8. Where do you track the copay on the Superbill?
  9. How do I add Insurance/Payers?
  10. What payers are supported for insurance eligibility checks?
  11. How do I add a payer that is not listed in the drop-down?
  12. Why are duplicate patient records created in Kareo when sending a superbill?
  13. Searching and Sorting through the Billing Report
  14. How do I add new (custom) CPT codes into my Practice Fusion account?
  15. NueMD Superbill Error Message Guide
  16. How can I tell the status of my superbill?
  17. How do I update my Provider/Facility information for my billing account?
  18. How do I add frequently used CPT and diagnosis codes to the superbill?
  19. How do I choose the 'seen by' provider on a superbill?
  20. EZ Claim error message guide
  21. CollaborateMD Superbill Error Message Guide
  22. Cal-Med Superbill Error Message Guide
  23. Can you delete a superbill?
  24. AdvancedMD Superbill Error Message Guide
  25. How do I add a guarantor for a patient?
  26. How do I print the superbill?
  27. How do I activate my CollaborateMD interface with Practice Fusion?
  28. How do I locate my Facility and Provider Profile Codes in AdvancedMD?
  29. How do I locate my Provider and Facility Sequence Numbers in CollaborateMD?
  30. How do I locate my Medical Facility and Care Provider codes in NueMD?
  31. How do I activate my Assertus interface with Practice Fusion?
  32. Where can I find my Account/Provider/Facility information in Assertus?
  33. Kareo error message guide
  34. Integration with Billing Partners
  35. Where can I find my Account/Provider/Facility information in PracticeWithEase?
  36. Where can I find my Account/Provider/Facility information in KaizenHealth?
  37. How do you export a superbill?
  38. Where can I find my Account/Provider/Facility information in Kareo?
  39. What will the Refresh patient info button do to my superbill?
  40. Where can I find my Account/Provider/Facility information in EZClaim?
  41. All Other Billing Error Messages
  42. How to activate your EZ Claim and Practice Fusion integration
  43. How do I locate my Facility and Provider Profile Codes in NCG Medical?
  44. Perfect Care Superbill Error Message Guide
  45. How do I sync my Practice Fusion and Cal-Med payer lists?
  46. How do I locate my Cal-Med Company ID?
  47. MTBC payer information
  48. How do I locate my Facility and Provider Profile Codes in MTBC?
  49. MTBC Superbill Error Message Guide
  50. How do I sync my Practice Fusion and AdvancedMD payer lists?
  51. How do I sync my Practice Fusion and NueMD payer lists?
  52. How do I sync my Practice Fusion and CollaborateMD payer lists?
  53. How are Facility, Billing Provider and Rendering Provider populated in the superbill?
  54. How are Facility, Billing Provider and Rendering Provider populated in the Kareo superbill?
  55. How do I locate my provider/facility mapping codes in Avisena?
  56. How do I locate my provider/facility codes in Sammy Systems?
  57. How do I sync my Practice Fusion and Kareo demographic and insurance information?

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