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Save each carrier once, with its plans and the address claims are mailed to. Staff then pick a saved plan on a patient’s chart or on a Super Bill, and the plan name, plan type, and claims address fill in for them. Carriers you add here are separate from the payer list used for eligibility checks. A carrier with no payer code still belongs here — auto no-fault and workers’ comp carriers usually have none, and you can still bill them on paper.

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Add a Carrier

1

Open Insurance Carriers

Go to Settings > Insurance Carriers.
2

Start a new carrier

Click Add Carrier. A window opens with a Carrier section and a Plans section.
3

Fill in the carrier

  • Name (required) — The carrier as your team refers to it, such as “GEICO”.
  • Payer code — Needed for electronic eligibility checks. Leave it blank if the carrier has none.
  • Payer category — Health or Property & Casualty. This decides which plan types are offered below.
  • Claims phone — The carrier’s claims line.
  • In-network — Switch on if you are contracted with this carrier.
4

Add its plans

Click Add plan for each plan you bill, then fill in:
  • Plan name (required) — For example, “No-Fault PIP” or “Aetna Choice POS II”.
  • Plan type — What kind of plan it is. The list is limited to the payer category you chose.
  • Claims address — Street, city, state, and ZIP. Each plan has its own, because one carrier often uses different addresses for different plans.
5

Save

Click Add Carrier at the bottom. The carrier and all its plans save together.

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Find a Carrier

The list groups plans under the carrier that offers them. Click a carrier’s name to show or hide its plans.
  • Search matches the carrier name, payer code, plan name, plan type, and claims address. Searching “London” finds every plan you mail claims to there.
  • All plan types narrows the list to one kind of plan.

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Complete a Claims Address

A yellow line down the left edge of a plan means its claims address is not complete. A banner at the top of the page counts how many plans still need one. A claim can’t be mailed without a street, city, state, and ZIP, so a plan with only part of an address is marked the same as one with none. Open the carrier, fill in the missing parts, and save. The mark and the banner clear on their own.

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Edit or Archive a Carrier

Open the menu at the right of a carrier’s row.
  • Edit carrier and plans reopens the same window. Removing a plan there archives it when you save.
  • Archive carrier removes it from the list and from the picker staff use on patients.
Archiving never changes coverages already saved on a patient. Each one keeps the plan name, plan type, and claims address it was given, so a Super Bill printed months ago still shows the address it was issued with.

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Use a Saved Carrier on a Patient

On the patient’s chart, open the Insurance section and click Edit, then start typing in the Insurer field. Saved plans appear as you type, each showing its plan type and claims address. Pick one and the plan name, plan type, and claims address fill in. If the carrier isn’t saved yet, keep typing and choose the Use ”…” option to enter it by hand. The same field appears when you add insurance while building a Super Bill.
Staff need the View Insurance Carriers permission to pick a saved plan, and Manage Insurance Carriers to add or edit one. See Permissions.