Payer Setup

To setup payers/insurance companies, select the Lists menu, and 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

CMS Form Information	Field
Name/Address	Upper Right Corner Section
Insurance Type	Box 1
Other ID Number	This ID number will appear in Box 33B if the claim uses type of service code ‘9’.  This value must include the correct 2 digit qualifier.
Legacy Pin No	Box 24j (shaded)*
Legacy Group No	Box 33b*

Qualifiers:

1B           Blue Cross

1C           Medicare

1D           Medicaid

G2          Other

0B           State License Number

1G          UPIN

ZZ           Taxonomy Code

* This is the typical location for this data.  See the Filing Setup screen for more information.  As of 5/23/2008 – most payers have changed to NPI only claims and do not want the legacy numbers to appear on the claim form.