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🏥 How to Add Medical Insurance Payers in Aloha

Add accepted payers to your profile for faster, more accurate medical eligibility searches

Kyle Davidson avatar
Written by Kyle Davidson
Updated over a week ago

✨ 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:


➕ How to Add Medical Payers

  1. Go to “Medical Settings”
    Found on the left-hand side of your Aloha screen.

  2. Use the Search Bar to Find the Payer
    Type in the full name or abbreviation (e.g., “Blue Cross”, “Cigna”, “UHC”).

  3. Click “Add Payer”
    On the right-hand side of the payer you want to add.

  4. Assign Your Office’s NPI Number
    This ensures Aloha can pull correct plan details tied to your practice.

  5. (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

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