Overview


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

The Referring Physician IDs tab collects the identification numbers issued to referring physicians by the plan. 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.


To open the Referring Physician 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 Referring Physician 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 Referring Physician IDs tab
  1. From the Payers & Plans page, press [Alt] + [P]
  2. Populate the General tab
  3. Click Apply
  4. Click the Referring Physician IDs tab
 


To open the Referring Physician 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 plan to be modified
  3. Click Update*
  4. Click the Referring Physician IDs tab

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

  1. Open the Admin menu and select Payers & Plans

  2. Select the plan to be modified

  3. Click Update*

  4. Click the Referring Physician IDs tab

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

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



 

(Click an image below to enlarge.)

Plan: New Page / Referring Physician IDs Tab  


Plan: [name] Page / Referring Physician IDs Tab

 


Field Definitions

Field

Type

Required

Description

Payer Issues Referring Physician IDs

Checkbox

No

Indicates that the plan issues unique identification numbers to referring physicians.

Find SearchNoFilter for locating a referring provider.
Provider Name 

Display Only

(Pulled from created/updated Providers)

YesThe name of the provider. By default, the provider name is listed by last name, first name in ascending order.
Specialty 

Display Only

(Pulled from created/updated Providers)

NoThe field of medicine the provider has chosen to specialize, for example, Anesthesiology, General Practice, and Urology.
ID Number Free TextNoThe unique identification number issued to the referring physician by the payer or plan.
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. 


 





 

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 / Facility 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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