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".
Click on "Save" button to save changes
Add Payer
Click on Settings~> Billing~> Payers -> Practice Payer List
Click on "+ Payer" button
Enter the required details and click on "Add" button to add the payer
Import Payers
Click on Settings~> Billing~> Payers -> Practice Payer List
Click on "More Options" (...) icon and select "Import Payers" to import payers
Select the ".csv" file from local storage to import payers
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
Click on Settings~> Billing~> Payers -> Practice Payer List
Click on the gear icon and select "View" option to view payers detail
Mark As Verified
Click on Settings~> Billing~> Payers -> Practice Payer List
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.
Similarly, verified payers can be marked as "Mark as Not Verified", so that they don't come up in auto suggest.
Edit Payer Details
Click on Settings~> Billing~> Payers -> Practice Payer List
Click on the "More Options" (...) icon against the payer name to be edited and select "Edit" option to edit payer details
Click on 'Update' button to save changes
Delete Payer
Click on Settings~> Billing~> Payers -> Practice Payer List
Click on the "More Options" (...) icon against the payer name to be deleted and select "Delete" option to delete the payer
Click on 'OK' button to confirm deletion on the pop up window