Overview

The Plan: New and Plan: [name] pages are comprised of twelve tabs:

The Facility IDs tab collects the identification numbers issued by the plan to each facility for general or place of service specific. By default, the plan inherits the provider identification numbers recorded in its parent payer configuration.

Note: This tab is not accessible from the Plan: New page until the General tab has been populated and applied.

How to Get Here?

To open the Facility IDs tab for new plan:

From the Home Page:
From the Menus:
Via Shortcut Keys: 
  1. Click Payers & Plans from the Admin list 
  2. Click Create Plan
  3. Populate the General tab
  4. Click Apply
  5. Click the Facility IDs tab
  1. Open the Admin menu and select Payers & Plans
  2. Click Create Plan
  3. Populate the General tab
  4. Click Apply
  5. Click the Facility IDs tab
  1. From the Payers & Plans page, press [Alt] + [P]
  2. Populate the General tab
  3. Click Apply
  4. Click the Facility IDs tab
 


To open the Facility IDs tab for existing plan:

From the Home Page:
From the Menus:
Via Shortcut Keys: 
  1. Click Payers & Plans from the Admin list 
  2. Select the payer to be modified
  3. Click Update*
  4. Click the Facility IDs tab

*Alternate Navigation: Double-click the plan from the list

  1. Open the Admin menu and select Payers & Plans

  2. Select the payer to be modified

  3. Click Update*

  4. Click the Facility IDs tab

*Alternate Navigation: Double-click the plan from the list

  1. From the Payers & Plans page, select the payer to be modified
  2. Press [Alt] + [U]
  3. Click the Facility IDs tab

 

(Click an image below to enlarge.)

Plan: New Page / Facility IDs Tab  


Plan: [name] Page / Facility IDs Tab

 


Field Definitions

Field

Type

Required

Description

Facility ID Type

Filter

Yes

Specifies whether facility identification numbers are issued for general use, place of service specific, or does not issue IDs. Options include:

  • General Facility ID
  • Place of Service Specific
  • Does Not Issue IDs 
Link Status

Display Only

(Based on Restore Link/Unlink option selected)

YesBy default, the plan inherits the referring physician identification numbers recorded in its parent payer configuration. If the plan issues different identification number, the payer and plan identification numbers can be unlinked. The Link Status provides the current status, if the payer and plan IDs are linked or unlinked. 
Facility Name 

Display Only

(Pulled from created/updated Facilities)

YesThe unique name of the facility.
ID Number Free TextNoThe unique identification number issued to the facility by the payer or plan.

 





 

Related Topics

Payers & Plans

Payers & Plans Page

Payer / General Tab

Payer / Provider IDs Tab

Payer / Referring Physician IDs Tab

Payer / Facility IDs Tab

Payer / Group IDs Tab

Plan / General Tab

Plan / Claims Tab

Plan / Statements Tab

Plan / Anesthesia Tab

Plan / Provider IDs Tab

Plan / Referring Physician IDs Tab

Plan / Group IDs Tab

Plan / Practices Tab

Plan / Paper Claim Options Tab

Plan / Electronic Claim Options Tab

Plan / Other Insurance Codes Tab

Configuring Payers

Configuring Plans

Updating Payers

Updating Plans

Deleting Payers & Plans

Cloning Payers & Plans

Copying Paper Claim Settings to Other Plans



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