Creating a plan for a payer

Some Insurance companies have multiple plans associated with them, For example, Aetna is the primary insurance carrier 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.

You will need to find the correct insurance first by locating the management screen 

Then select “Payers” from the “Billing” drop down.  

Locate your payer and select it

You will be in the “Details” section of the Payer’s screen, where you will select “Add New Plan” 

Right below where you’ve clicked a new box will pop up that is slightly beige; you will enter the required asterisked information on the insurance plan. If the plan has a different claims mailing address than the parent insurance company you can enter the address in the area marked orange below. 

Once you enter the Name of the plan, the “Type” will become required. Choose the appropriate type: 

Be sure to select save on the bottom right to ensure everything is saved in the system. 

To choose your insurance plan in a patient’s file, locate your patient and pull up their insurance information and select the pencil to edit the file if your patient already has insurance in their file. (otherwise follow the new patient article about insurance) 

Once you can input/edit the insurance information, find the program/plan area and select the drop down to find the name of your plan.  

Once complete, remember to select save on the bottom right.