What this section is for

The Payers section is where you enter the patient's insurance information. A payer is the insurance company or government program that will pay the claim. Many patients have more than one type of insurance, so you can add multiple payers.

Adding a payer

  1. Click Add Payer in the Payers section header.
  2. A modal opens. Search for the insurance company by name. The search pulls from your agency's payer list.
  3. Pick the payer's responsibility — Primary, Secondary, Tertiary, or Additional.
  4. Enter the Policy ID — the policy or member number printed on the patient's insurance card.
  5. Enter the Group Number if one is listed on the card.
  6. Fill in the subscriber information — this is the person who holds the insurance policy. It might be the patient, or it might be a spouse or parent.
  7. Close the modal. The payer appears as a card in the Payers section.

Primary and secondary payers

Each payer card shows its responsibility as a blue badge — Primary, Secondary, Tertiary, or Additional. The primary payer gets the claim first. After the primary payer processes the claim, you may send the remaining balance to the secondary payer.

Editing a payer

Click anywhere on a payer card to reopen the modal and change any field.

Tips

  • Always copy the Policy ID exactly from the insurance card, including any letters or dashes.
  • If you cannot find the payer in the search, ask your administrator to add it in Settings first.
  • Double-check that the subscriber information is correct. If the patient is a child, the subscriber is usually a parent.