✨ When You Need This Guide
Use this guide if you're asking:
How do I add a medical payer to Aloha?
Can I label a payer with a shorthand like “UHC”?
How do I make sure Aloha knows what Medical insurances I accept?
Adding your accepted payers in Aloha helps ensure cleaner searches and faster eligibility results for both walk-ins and scheduled patients.
What This Covers (And What It Doesn’t)
✅ Covers:
Adding new medical payers
Assigning NPI numbers
Tagging payers for easier search matching
🚫 Doesn’t Cover:
Vision payers (see How to Connect Vision Portals)
Running the eligibility search itself (see Manual Medical Eligibility Search)
➕ How to Add Medical Payers
Go to “Medical Settings”
Found on the left-hand side of your Aloha screen.
Use the Search Bar to Find the Payer
Type in the full name or abbreviation (e.g., “Blue Cross”, “Cigna”, “UHC”).
Click “Add Payer”
On the right-hand side of the payer you want to add.
Assign Your Office’s NPI Number
This ensures Aloha can pull correct plan details tied to your practice.
(Optional but Helpful) Add a Tag or Nickname
If you use a shorthand in your EHR (like “UHC” for United Healthcare), add that tag here.💡 This helps Aloha recognize and match payer names from your EHR during eligibility syncs.
🔁 Make It a Routine
We recommend checking your payer list at least once per quarter or when:
You credential with new payers
Your NPI or billing info changes
Your EHR insurance list is updated
💬 Need Help? We're Here!
Email: support@reviewwave.com
Phone: 1-800-563-0469
Support response time: within 30 minutes during business hours
Related Articles: