Overview
The Payer: New and Payer: [name] pages are comprised of five tabs:
The General tab records general information about the payer. The type of information includes the name, description, coverage type, insurance type, and the plans of the payer.
(Click an image below to enlarge.)
Payer: New Page / General Tab
Payer: [name] Page / General Tab
Field Definitions
Field | Type | Required | Description |
---|---|---|---|
General Section | Records the information to identify the payer | ||
Payer Name | Free Text | Yes | The name of the payer. This information must be unique. Letters or numbers can be used. |
Description | Free Text | No | The purpose of the payer. Include any information that describes the payer. |
Coverage Type | Drop Down | Yes | The type of provider number generated during claim processing in Connect Back Office that corresponds to the qualifier preceding the provider number. For example, for Medicare Provider Number, the provider number generated during claim processing is 1C + Medicare provider number. |
Insurance Type | Drop Down | Yes | The type of claim, also referred to as the claim file indicator, generated for this plan during claim processing in Connect Back Office. For example, MB indicates a Medicare Part B claim. |
Linked Plans Section | The list of the plans that belong to the payer. Each payer must have at least one plan. As plans are added, they are listed in the linked plans table. | ||
Plan Name | Display Only (Pulled from created/updated Plans) | Yes | The unique name of the plan. This information can contain letters or numbers. |
Description | Display Only (Pulled from created/updated Plans) | No | The additional information that helps identify the plan. |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides |
---|---|---|---|
Create | [Alt] + [C] | Add a new linked plan to the payer. | Configuring Plans |
Update | [Alt] + [U] | Update a linked plan to the payer. | Updating Plans |