Where to Set the Claims Receiver

The claims receiver for a payer can be set or changed on the Insurance Master page.

How to Set the Claims Receiver

1. Select Setup from the main menu and then click on Insurance/Plan.

2. When the Search Insurance page opens up, search for the insurance (payer) by typing the full/partial name of the payer in the Company Name field. As you type in the insurance name, a list of matching insurances appears in order of priority. A payer can also be searched using its Payer ID.

Image 1

3. Click anywhere on the line of the required insurance or the button at the far right. The insurance Information screen opens up, as in Image 2.

Image 2

4. Select a clearinghouse from the Claim Receiver drop-down (highlighted in Image 2).

5. Click on Save button once the required changes are made.