Creating a Payer

1. Access the Payer Section

• Go to the Payer section in the left panel.

2. Add a New Payer

• Click on the blue + Add Payer button at the top right of the page.

3. Fill Out the Payer Details

In the Add Payer form, complete the following fields:

Payer Info

• Payer Name: Full name of the payer (e.g., "Blue Shield")

• Type: Select payer type (e.g., Private Insurance, Public Insurance, School District, Regional Center, etc.)

• Short Name: A short display name for internal use

• Contact Person: Name of the contact person at the payer

• Contact Title: Job title of the contact person

• Contact Email: Email address of the contact person

• Phone Number: Phone number of the contact person

• Fax Number: Payer's fax number

• Email Address: Additional email if needed

• Website: Payer's website link

• Vendor ID / Tax ID: Used for billing purposes

Address

• Street Address or P.O. Box

• Unit/Suite #

• City

• State

• Zip Code

• Country

Payer ID & Use Cases
You can enter one or more Payer IDs depending on your use cases. For each:

• Payer ID: Unique ID provided by the insurance or clearinghouse

• Select one or more use cases:

  • Claim Submission

  • Claim Status Inquiry

  • Eligibility Check

• Use the "Add Payer ID" button to enter multiple Payer IDs if the payer supports different IDs per use case

4. Save the Payer

• Click the Add button at the bottom-right to save the payer.