To Add an Insurance Company, click on Setup and then go to Insurance/Plan.

In the Insurance Search page that appears, click on  button.

The Insurance Company Information page will appear as shown below.

Enter the following mandatory information

  1. Name of the Insurance company
  2. Payer Id- Enter the clearing house claims payer id for the selected insurance
  3. Payer type
  4. Contact Information
  5. Submission Method – Select the primary and secondary billing method based on how the claim for this insurance should be generated. Claims receiver- will be the clearing house where the claims will be send to, here it will be Trizetto.

Fields under Additional Information are optional fields and can be entered if required.

Click on the Save button after entering all the required information.

Note: A plan will be auto-created upon saving the insurance information.