Go to Library > Insurance

• Click Add or Edit
  
• Type: Choose Insurance all Insurances. You may also use Work's Comp for workers compensation claims 
  

If no Payer ID can be found use the word 'Print' 

• Use the checkbox to 'Print address'
  

• This will print in the top right hand of the HCFA claims
  

• If you wish, the clearinghouse can print Primary claims for you 
  

• Use the Payer ID 'Print' and Primary form type 'Electronic' 
  

• An address is required 
  

Be sure the Claims filing indicator is correct, most common options:

• CI - Commercial Insurance
  
• MB - Medicare
  
• MC - Medicaid
  
• BL - BC/BS
  
• WC - Worker's Comp
  

Adding a phone number will allow the system to print them on the 'Unresolved Claims' report

       A. Create your own Reporting group in the dropdown using 'manage' feature.  Billing groups are not required for initial setup.  They are only needed if a cross code or ID for special billing requirement is needed.  For instance Workers comp requires the SSN of the provider as that is how they were credentialed.  For more question, see your trainer. 

A “Payment Method” drop-down has been added to the Insurance Library to default Check, EFT or Card when adding Receipts/Applying ERAs. This will override the information provided by the payer in an ERA file.  This can be a keystroke saver for manual Receipts, and allows groups to address (uncommon) situations where the payer is routinely reporting the wrong payment method information in the ERA.

How to set the Insurance to not to send statements to patient with Worker Comp, Medicaid or other insurance? 

From Insurance Library > Edit Insurance > Uncheck 'Patient Responsible' 


When you build a new Insurance profile for a patient we will default to holding the statement for any encounters for this Insurance profile.