Payer Setup

To setup payers/insurance companies, select the Lists menu then select Payers.  In the upper right corner of the screen, click the Edit or New button.

The Payer edit screen is broken into 3 sections.

1. Payer Information

2. Filing Setup

3. Electronic Filing Information

Use this screen to enter special instructions when sending claims electronically.

Item	Notes
ISA05 and ISA07	Qualifiers should be ZZ by default.  Some clearinghouses may require a different 2 digit qualifier.
Claim Notes	If you create claims and you check the box to include notes with the claim, these notes can be shown in two different areas of the electronic file.  Loop 2300 and loop 2400.
Taxonomy Code	Some payers may require the Taxonomy code to appear in loop 2000A.  Select this box as required.
Rendering Provider	For billing services with multiple clinics or facilities, some payers may require a non person entity for loop 2310B (provider type 2).  When the provider type is ‘2’ loop 2310B will show the facility code rather than the provider name.

If you are sending your claims directly to the payer then you will need to enter the Sender and Receiver ID numbers.  If you are sending claims to a Clearinghouse then leave these fields blank.  Refer to the section on Clearinghouse setup.