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Adding an Insurance Company
Adding an Insurance Company

Insurance Company, Payers, Claims

Jim Aminloo avatar
Written by Jim Aminloo
Updated over 5 months ago

Have you recently started accepting a new insurance company? Let's get them added to the system! โš•๏ธ

Head on over to the Settings page and click on Insurance Companies, right underneath the Insurance Settings section.

Here is where you will add the insurance company. Start by clicking Add an Insurance Company.

Fill out the relevant fields and at the bottom of this section, there is also a field where you will put in the Payer ID and a checkbox where you can choose if you would like to Submit Claims through this Insurance Company.

The next section is the Administrative Contact section. This is where you will enter the basic contact information for the contact at the Insurance Company.

The last section to fill out is the Billing Contact section. Here you will enter all the basic contact information for the billing contact.

Once you have all the information entered in, click Update Company and you are all set!

The page will refresh and you just have to click Go back to Insurance Companies, at the bottom of the page, to view all of your previously added insurance companies!

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