Practice configuration · Insurance companies
Claim Settings by Payer #
Review payer-specific configuration on the selected Insurance record. This screen shows settings; it does not predict claim transmission behavior.
Review these areas #
- Fee Schedule
- Primary, Secondary, and Tertiary Default Claim Formats
- Paper and Electronic File selections for each row
- Claim and eligibility EDI connections with payer IDs
- Insurance Plans and Participating Providers
Save approved changes #
- Confirm the Insurance Name.
- Review each setting independently.
- Select Save.
- Record the source according to practice policy.
Plan deletion is unverified
The screen exposes Delete Plan, but its effect on related records was not verified. Do not delete a plan without authorization and a documented review.