Insurance & eligibility · Setup

Payer IDs #

Phoenix shows three payer ID fields in the Electronic Data Interchange section of an Insurance record.

Open the payer fields #

1. Select Billing > Insurance.
2. Use Search to locate the insurance company.
3. Confirm the Insurance Name.
4. Review the Electronic Data Interchange section.

Field pairs #

• Claim EDI Connection → Claims Payer ID
• Batch Eligibility EDI Connection → Eligibility Payer ID
• Real Time Eligibility EDI Connection → Real Time Payer ID

Review before saving #

1. Verify that the correct insurance company record is open.
2. Check the selected connection beside the payer ID being changed.
3. Enter the verified payer ID in the matching field.
4. Review the other two pairs without assuming they require the same value.
5. Select Save or press F2.

Connection setup #

EDI connections are exposed separately under Admin > Interoperability > EDI Connections. This article covers selecting an existing connection and entering the payer ID on the Insurance record.