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Billing

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Configure Payers

Show/Hide Payers

  1. Click on Settings~> Billing~> Payers
    Billing Payers
  2. If your practice is working only with a selected list of payers, then select option "Yes" to "We work with pre-configured list of payers".  If you want to auto-suggest payer list from ChARM database, select "Auto-suggest payers" option to "Yes".
    Show Hide Payer
  3. Click on "Save" button to save changes

Add Payer

  1. Click on Settings~> Billing~> Payers -> Practice Payer List
  2. Click on "+ Payer" button
    Add Payer
  3. Enter the required details and click on "Add" button to add the payer

Import Payers

  1. Click on Settings~> Billing~> Payers -> Practice Payer List
  2. Click on "More Options" (...) icon and select "Import Payers" to import payers
  3. Select the ".csv" file from local storage to import payers
    Import Payer List

    Note:

    • Entries of 500 payers with in the file size of 10MB
    • Please select a Comma Separated Values(.csv) file with data arranged in below format
    • Payer Name*, Payer Id, Phone Number, Fax, Address Line1, City, State Code, 5 Digit Zip code, 4 Digit Zip Extension Code
    • Fields marked with "* " are mandatory
    • Please note that, First Row is Column Reference

View Payers

  1. Click on Settings~> Billing~> Payers -> Practice Payer List
  2. Click on the gear icon and select "View" option to view payers detail
    View Payer

Mark As Verified

  1. Click on Settings~> Billing~> Payers -> Practice Payer List
  2. Click on the "More Options" (...) icon and select "Mark as Verified" option to mark the payer as verified.  Only verified payers will appear in the auto suggest option.
  3. Similarly, verified payers can be marked as "Mark as Not Verified", so that they don't come up in auto suggest.

Edit Payer Details

  1. Click on Settings~> Billing~> Payers -> Practice Payer List
  2. Click on the "More Options" (...) icon against the payer name to be edited and select "Edit" option to edit payer details
  3. Click on 'Update' button to save changes

Delete Payer

  1. Click on Settings~> Billing~> Payers -> Practice Payer List
  2. Click on the "More Options" (...) icon against the payer name to be deleted and select "Delete" option to delete the payer
  3. Click on 'OK' button to confirm deletion on the pop up window