The insurance field on the Billing tab is connected to a national list of insurance companies (payers). Picking from the list — instead of typing free-text — gives your billing team a clean payer record with the right address and claim number.
How to search
- Click in the insurance field.
- Type the first few letters of the company name.
- A list of matches appears.
- Pick the right one.
Why it matters
"Blue Cross" can mean any of 50 different Blue Cross plans, each with a different address and claim format. Picking from the list eliminates the guessing. Your billing team files the claim faster and the patient gets billed correctly.