Follow the steps below to add a new electronic payer
Select Customer Setup > Payers.
Click the New Payer button.
Click Yes, when the "Would you like to configure a Clearinghouse connection for this payer?" displays.
Selecting No will set up the Payer as a Paper Payer.
Use the Master Payer Search window to locate your payer.
Search for the Payer by using the name, Payer ID or CPID number, then click Search.
Select the Payer.
Optional: Add the Plan Name.
This information does not appear on the claim.
The Payer Type is auto-selected based on the Payer you choose in the Master Payer Search. Changes should only be made to the Payer Type drop-down menu if you've been advised by the payer to do so.
The Default Billing Status is auto-selected as "new charges created" for this payer. You can manually change the status of the charges here or during claim creation.
Use the Clearinghouse Processing Mode drop-down menu to tell the server how to process the claim after it's been created.
The clearinghouse will send the claims electronically: Select this option to have the clearinghouse submit the claim to the payer electronically.
If a payer requires an agreement to be filled out please confirm that you have been authorized to submit the claim electronically prior to doing so. Otherwise, the claim can either be dropped to paper and mailed to the payer (in this event please make sure the Contact Information for the payer is accurate) or the claim will be rejected in the event you are submitting a claim to a payer that does not accept paper claims, i.e. Medicare payers.
The clearinghouse will print and mail the claims: Select this option to have the clearinghouse print and mail the claim to the payer for a fee.
Not all payers accept paper claims (i.e., Medicare and payers with a South Carolina address). In the event a payer does not accept paper claims the claim will be rejected by the clearinghouse with the following rejection reason, "64 INVALID CARRIER DIRECT CPID 4301".
Do not send claims to the clearinghouse for processing: Select this option to NOT have the clearinghouse process claims electronically or on paper. In the event this option is selected please be sure you are properly dis-positioning the necessary claims to their appropriate statuses.
The Sequence# is auto-populated by CollaborateMD once the payer is saved.
The Reference# can be created to further identify the payer.
Enter the Contact Information used to mail any claim(s) to this payer.
Reference the Patient's Insurance Card or contact the Payer directly.
Enter any applicable ID Numbers for the payer.
Optional: You can override the practice info on the claim by placing a check in the "Use alternate practice info" box.
Enter the practice info you would like to have populated on the claim.
Ensure the Bill Mode set for the billing provider is set to "Group" under the Provider section or the Provider tab of the Billing Options.