Overview

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

The Group IDs tab collects the identification numbers issued by the plan to each group for general or facility-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 Group 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 Group 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 Group IDs tab
  1. From the Payers & Plans page, press [Alt] + [P]
  2. Populate the General tab
  3. Click Apply
  4. Click the Group IDs tab
 


To open the Group 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 Group 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 Group 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 Group IDs tab

 

(Click an image below to enlarge.)

Plan: New Page / Group IDs Tab  


Plan: [name] Page / Group IDs Tab

 



Field Definitions

Field

Type

Required

Description

Group ID Type

Filter

Yes

Specifies whether group identification numbers are issued for general use or for facility-specific. Options include:

  • General Group ID
  • Facility-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. 
Selection: General Group ID


Practice Name 

Display Only

(Pulled from created/updated Practices)

YesThe unique name of the practice.
Physician GroupFree TextNoGeneral group ID issued by the insurance company for the physician group.
PA GroupFree TextNoGeneral group ID issued by the insurance company for the physician assistant group.
CRNA GroupFree TextNoGeneral group ID issued by the insurance company for the CRNA group.
AA GroupFree TextNoGeneral group ID issued by the insurance company for the anesthesiologist assistant group.
Selection: Facility-Specific


PracticeDrop Down Yes List of practice to select to view the associated facilities.
Facility Name

Display Only

(Pulled from created/updated Practices)

YesThe list of facilities associated with the selected practice.
Physician GroupFree TextNoGeneral group ID issued by the insurance company for the physician group.
PA GroupFree TextNoGeneral group ID issued by the insurance company for the physician assistant group.
CRNA GroupFree TextNoGeneral group ID issued by the insurance company for the CRNA group.
AA GroupFree TextNoGeneral group ID issued by the insurance company for the anesthesiologist assistant group.
Selection: Does Not Issue IDs


Practice Name 

Display Only

(Pulled from created/updated Practices)

YesThe unique name of the practice.

 






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