Insurance & eligibility · Setup

Editing an Insurance Company #

Edit an existing company record when payer-level information needs to be corrected or completed.

Find and edit the company #

1. Select Billing > Insurance.
2. Use Search to locate the company.
3. Confirm Insurance Name and contact information.
4. Press Ctrl+E to enter edit mode.
5. Update only verified fields.

The Insurance screen includes company details, categories, claim formats, EDI fields, plans, and participating providers.

Review EDI fields carefully #

Claims Payer ID, Eligibility Payer ID, and Real Time Payer ID are separate fields, each beside its associated EDI connection. Do not copy a value from one field to another unless the supplied information explicitly supports it.

Save and verify #

1. Review every changed field.
2. Confirm that Inactive reflects the intended status.
3. Select Save or press F2.
4. Reopen or search for the record and verify the displayed values.