Add Insurer (Payer) to My Clients Plus (My Clients Plus 3.0)

  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. 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.
8. Adjust EDI File Settings if desired by selecting or deselecting checkboxes.
   Learn more about EDI File Settings.
9. If you have legacy Insurer IDs, you can enter it under Additional Insurer ID (i.e., Taxonomy Code). Learn more about Taxonomy Codes.
10. Payer Fee Schedule - Documents allowed amounts for services on a per-insurer basis.
11. Click Save.