Overview

1. Go to the Payers Module.
2. Click Add.
3. Enter the Electronic Payer ID in the Payer Type field (to search).
4. Click the next arrow or hit your tab key.
5. Click Choose.
   
   
    
6. Select the correct Electronic Payer ID.
   
   
    
7. Click Leave.
   
   
   
   
8. Click on the Payer Rules tab.
9. Consider if any fields need to be adjusted for this payer.
   • It is common to leave most of these fields at the default for the payer.  Specific fields to consider changing would be:
     • Authorization required: set to Yes if all services for this payer require an authorization
     • Electronic by default: set to Yes if you wish to have the Electronic option defaulted when submitting claims.
     • Default Admissions facility: select if there is only one for this payer.
     • Require  PMAP program for each client: select Yes if this is a PMAP payer (Prepaid Medical Assistance Program)
10. Consider how rates for this payer need to be entered using this article: Add Rates
    • Consider how rates for this payer need to be entered using this article:
11. Click on the Places tab.
    • In this tab you can limit which place of service codes are allowed for this payer.
      
      
       
12. Click on the Contact Tab to enter info if applicable.
    
    
    
    
13. Click Save.  

Add a Generic Payer

If you want to add a generic payer, which is a payer without an electronic payer ID:

1. Go to the Payers Module.
2. Click Add.
3. Type "generic" into the Payer type field.
4. Click the next arrow or hit your tab key.
5. Type in the name you want to use for the generic payer in the Payer Name field.
6. Follow steps 7-13 above.