Add New Insurer
Add New Insurer
Follow these instructions to add a new insurer:
1.On the menu bar, click Setup. The Setup menu appears below the ClinicSource menu and the Insurer screen appears, or;
If you are already in Setup, click Insurer on the Setup menu. The Insurer screen appears.
2.In the Insurers screen, click the New Insurer 
icon . A new insurer screen appears with blank fields.
3.Add the name and address for the new insurer.
4.Complete the insurance specific fields such as Provider # and Type, Claim Ind., Submitter ID, EDI Gateway and Payer ID.
· For the Provider #, contact the insurance carrier.
· For the Payer ID, find the carrier at one of the preferred EDI Gateway companies listed below.
5.In the Default Rates table for each CPT Code, in the Rate/Unit column type the rate the insurer pays and in the Allowed column, type the rate allowed by the insurance company, place a check mark in the Encounter column if the base unit needs be be invoiced as 1 for this insurer.
6.If needed, add one or more Modifiers for a diagnosis code associated with a CPT Code. Contact the insurance carrier for the appropriate modifiers.
· If you do not use the correct modifiers, your claim can be rejected.
·If you add a modifier, you must add a rate.
7.Click the Save icon to save the new insurer information and add the insurer to the Insurers list.
NOTE: It is strongly suggested that you avoid making changes to the 1500 Form fields.
EDI Gateway Companies
Created with the Personal Edition of HelpNDoc: Streamline your documentation process with HelpNDoc's HTML5 template