Overview
Some Insurance companies have multiple plans associated with them.
For example, Aetna might be the primary insurance carrier for a patient, but the patient may have Aetna Medicare. While this is a Medicare policy, it still falls under the commercial insurance Aetna, so it can be added to the payer as a separate plan.
Creating a Plan for a Payer
To add a Plan to a Payer, navigate to the Payer Settings:
Management > Billing Setup > Payers
Click on the Plans tab.
Click the button for Add new Plan.
Enter the required information on the Plan.
Note: if the Plan's claims mailing address is different than the parent insurance company's address, you can enter the Plan's address.