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How to Add Medical Payers
Caleb Pilarski avatar
Written by Caleb Pilarski
Updated over 3 months ago

Tired of having to search for the medical insurance payers individually or not knowing what medical insurance a patient may be covered by? With Aloha you can search payers, in your network, to best optimize your patient eligibility results!

How to Add Payers:

  1. Select "Medical Settings" on the left-hand side.

  2. Use the search bar to type in the medical payer of your choosing.

  3. Select the payer you currently accept and click the "Add Payer" button on the right-hand side.

  4. Select the NPI number you currently use in the office to run billing.

  5. (Optional) If you shorthand or use a different name for the insurance within your EHR, add a tag under the payer name to best optimize search results.

    1. Example: "United Healthcare" may be abbreviated to "UHC"

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