How to Set Up Insurance Payers
Administrators have the ability to set up insurance payers for the practice in Settings.
Open Settings and navigate to the Practice Settings tab. From there, select Payer Settings.
Fill in the required fields:
Insurance Payer
Insurance Type
Optional fields include:
Payer ID (required to e-bill insurance claims)
Behavioral Health Coverage Only (checkbox)
Select Add Payer when done.
The payer Status defaults to Active when it is added. You can uncheck the Active box to disable the payer in your practice payer list.
This guide demonstrates how to add insurance for a client.
When adding insurance for a client you will have the option to select the payer from your practice payer list. Any new information entered for the payer will update your payer list and all clients with that insurance. If you enter a new insurance payer from the client chart, it will be added to your payer list in Practice Settings.
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
*********************************
Need additional assistance?
Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
Chat: http://app.icanotes.com
*********************************
Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
Related Articles
Insurance Eligibility Verification
Overview ICANotes+ provides the capability to verify insurance eligibility for clients through two methods: Individual and Batch Processing. This feature covers all insurance types - primary, secondary, and other insurances. During the eligibility ...Grant User Access to Insurance Eligibility Verification
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the Insurance Eligibility Verification feature within the system. It outlines the step-by-step process for granting access and includes screenshots to ...How to Set Up Practice Service Codes
Overview Only users with the role of Administrator have access to set up the Practice's Service Codes Short List. Once a practice administrator sets up the Service Code Short List for the practice, individual users must set up their billing rates in ...How to Enter Client Insurance Information
Overview This article explains how to add insurance information for a client. You can add primary, secondary, tertiary, or other types of insurance. A client’s active primary and secondary insurances appear in the summary bar, so you do not need to ...How to Set Up E-Prescribing for a Staff User
Overview This article explains how to enable e-prescribing (eRx) access for a staff user in ICANotes+. Before assigning eRx access to staff, ensure that at least one prescriber is already configured for e-prescribing. For details on setting up eRx ...