Insurance & eligibility · Setup

Adding an Insurance Company #

Create a company record only when the payer is not already available in Phoenix.

Open Insurance #

1. Select the Billing tab.
2. In Important Contacts, select Insurance.
3. Search for the company before adding a record.
4. If no matching record exists, select Add.

Enter company details #

• Insurance Name and contact information
• Group Name and Insurance Type
• Fee Schedule, Timely Filing Days, and Appeal Days

Complete applicable setup sections #

• Insurance Category 1, 2, and 3
• Default Claim Formats for primary, secondary, and tertiary claims
• Claim, Batch Eligibility, and Real Time Eligibility EDI connections
• Claims, Eligibility, and Real Time Payer IDs
• Insurance Plans and Participating Providers

Save the record #

1. Review the Insurance Name and contact details.
2. Confirm every category, format, connection, payer ID, plan, and provider selection you entered.
3. Select Save or press F2.