Click on the Setup module and choose Provider.

The Provider screen will display a list of all the Providers.

Click on the  button next to the Provider’s name to open the Providers Insurance List as shown below. If the provider has any existing insurance it will be listed here, otherwise the list will be blank.

Click the  button to add Insurance details for this Provider.


In the Insurance Company field , enter the name or the first three letters of the Insurance Company that you want to search for. The list of all the companies falling within the given search criteria will be displayed. Click to select the required Insurance Company from the list.

Now enter the rest of the information i.e., Group ID, the PIN number, Secondary ID Type and Secondary ID.

Enable the Bill Mode box to Use Provider’s Identification on HCFA Box 25.

Click Save button to save this information. The Provider Insurance Information will be updated and added to the Provider Insurance List.