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.
- Remember to enter a physical address for all paper billing payors & a Payor ID for all electronic billing payors!
- Select the corresponding insurance program for the payor (common insurance programs you may use are Commercial, Medicare Part B, Works Compensation, and Other Non-Federal. Be sure to select the program type that best describes the payor!)
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!
💡Pro tip:
Double check your Payor IDs with your clearinghouse!
TriZetto users can access TriZetto's database of Payor IDs here.
Watch a video demonstration below: