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RIS Settings - Payers

Adding Payers to the Organization​

  • Click on Organization on the left panel and open the respective organization details page.

  • Within the Organization detail page, click on RIS. It will expand and display the Payers.

  • Click on the Payers. It will open the payers where the user can Add new insurance payers, edit the existing insurance payers and delete the existing insurance payers.

  • Click on the + icon to add a new payer. It will open the Add new insurance payer drawer.

  • Search for insurance payer name you wish to add. It will search the list of insurance payers from the provided list along with their Eligibility ID.

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  • Select the Payer name from the list and it will auto populate the Eligibility Payer ID and Payer ID fields.

  • Eligibility Payer ID field would be used for doing Eligibility check for the patients Insurance.

  • Payer ID field would be used for Billing software integration purposes.

  • User can then fill in the other details like Payer Type, Financial Type, Address and Contact Details and click on Create button to create this payer.

  • Once the payer is saved, it will reflect in the Payers list.

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  • Users can create Payers with or without the Eligibility Payer ID field based on their needs. The Eligibility Payer ID field is not a mandatory one.

  • Note: Payers can only be added in the Managing organization, and it will inherit across all the child organizations.

Editing/Deleting a Payer Record​

  • When you hover over the Payer record on the Payer list page, you will see the Edit and Delete icon.

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  • When you click on the Edit icon, the Edit Payer drawer will open.

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  • Users should be able to edit the details and on click on Update button, the details would be saved.

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  • To delete a Payer record, you should click on the Delete icon.

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  • On click of the Delete icon, the corresponding Payer record would be deleted, and it would disappear from the Payer list.