Add Insurer (Payer) to My Clients Plus

  Permissions: You must have Billing Permissions.

To submit claims to Insurers (Payers):

1. Click Billing primary navigation.
2. Click Insurers.
3. Click Add New Insurer. 
   
   
   
4. Add Insurer Name and Insurance Type.
   

   NOTE: If an Insurer is missing from the list, select Other.

5. Once selected, My Clients Plus should default fill in the Insurer's Payer ID for you. 
6. Complete the Insurer's Address.
7. If you have legacy Insurer IDs, you can enter it under Additional Insurer ID (i.e., Taxonomy Code).
   Learn more about Taxonomy Codes.
8. Adjust EDI File Settings if desired by selecting or deselecting checkboxes.
   Learn more about EDI File Settings.
9. Click Save.