Accepted Insurance Payers Setup
Therapyzen's insurance billing feature makes it easy for you to create CMS 1500 claims and submit them (electronically or physically) to an insurance company for reimbursement for services
To save time during the billing process and make it easy for clients to indicate their insurance policy, you can build out a list of accepted insurance payers. Moreover, when clients complete their insurance information form, your accepted policies will show.
Adding a payer
To add a payer to your list of accepted plans:
- Navigate to Settings > Insurance Payers
- Under the "My Accepted Insurance Payers" section > Click "Add a Payer"
- Search for your policy by plan name or number.
- Click "Save"
Note: You can make a payer inactive by clicking the edit button next to the payer name on your list.
Payer details
- Enrollment Required for E-filing
- Does your payer require that you enroll for electronic claim filing? If not, you may begin filing claims immediately.
- Electronic Remittance Advice (ERA) Available
- Does your payer provide and require enrollment for electronic remittance advice for paid claims? Receiving electronic remittance advice will streamline your insurance billing.
- Par / Non-Par
- Is your payer contracted to reimburse Office Ally for electronic claims submissions? If so, Office Ally will not charge you for electronic claims processing. (Par = Participating / Non-Par = Non-Participating)
Selecting payers when entering client insurance information
When entering a client's insurance information, your list of approved payers will be made available in a drop-down menu. Clients entering their insurance information in the client portal will see the same available options.
