From the main menu click on Setup and then click on Insurance/Plan.

The Insurance search window will appear as follows-

1. Search the Insurance either by Name or by Payer ID. As you type, a list of matching insurances will be listed down.
2. Click on the appropriate insurance in order to edit and set up secondary claim submission method as electronic or paper.
3. Click on the Secondary Billing Method field and choose EDI for Electronic claim and Paper for Paper Claim from the drop down options and update it.
4. Click on Save to update the changes.

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