Permissions: You must have Billing Permissions.
To submit claims to Insurers (Payers):
- Click Billing primary navigation.
- Click Insurers.
- Click Add New Insurer.
- Add Insurer Name and Insurance Type.
NOTE: If an Insurer is missing from the list, select Other.
- Once selected, My Clients Plus should default fill in the Insurer's Payer ID for you.
- Complete the Insurer's Address.
- Appointment Messaging for Authorizations - Turn on to enable messaging in the appointment window to notify about authorization status including how many units/sessions are available.
- Adjust EDI File Settings if desired by selecting or deselecting checkboxes.
Learn more about EDI File Settings.
- If you have legacy Insurer IDs, you can enter it under Additional Insurer ID (i.e., Taxonomy Code). Learn more about Taxonomy Codes.
- Payer Fee Schedule - Documents allowed amounts for services on a per-insurer basis.
- Click Save.