Practice configuration · Insurance companies
Payer IDs #
The Insurance record maintains separate IDs and connections for claims, batch eligibility, and real-time eligibility.
Connection and ID pairs #
- Claim EDI Connection → Claims Payer ID
- Batch Eligibility EDI Connection → Eligibility Payer ID
- Real Time Eligibility EDI Connection → Real Time Payer ID
Enter or update an ID #
- Confirm the payer and service from an approved source.
- Select the matching EDI connection.
- Use the payer ID lookup when available.
- Confirm the ID belongs to the same payer and service.
- Select Save and recheck the record.
Keep the services separate
A value supplied for one service should not be assumed to apply to another. The configuration screen does not confirm whether a payer or connection is currently available.