Payer Search

1. Click on Settings > Billing & Services > Payer Search menu.
2. Add and manage insurance payers’ information, which can be assigned to the patients based on their insurance plan and considering the network of the providers.
3. To add an Insurance Payer, click on the “Add New Payer” button.

4. In the Add New Payer pop-up, enter the following details:

• Payer Name
• Payer ID
• Payer Type
• Payer Address
• Payer City
• Payer State
• Payer Zip

5. Click “Save” to insurance payer to the list.

6. To edit the added payer, click on the “Edit” button, edit the details, and click on the “Update” button to save the changes.

7. To delete an insurance payer,  click on the “Archive” button, which deletes the payer and lists it in the Archived table.
8. To view the archived insurance payer, click on the “Show Archived” button. 
9. The provider can also restore the archived insurance payer by clicking on the “Restore” button.