As part of setup, populate your payor database with all the payors accepted by your clinic. This step is crucial before adding patient insurance policies, filling your billing code database, and generating insurance claims. 

Here's how to populate your payor database: 

1) Navigate to the profile icon in the top right corner and select Databases.

2) Then, navigate to the Payors tab.

3) Click the +Add button. 

4) Enter payor details. 

5) Remember to indicate if the payor does electronic billing, is in network, and if they send to secondary! 

6) Repeat for each payor that you accept! 

Watch a video demonstration below: