Manage Clearinghouse Connections

The Clearinghouse Connection side panel contains information on the electronic connection with the payer. Quickly see what payer products this payer offers, if an agreement is required and if you have an agreement on file.

Follow the steps below to learn how to view and access this information. 

  1. Select Customer Setup > Payers.

  2. Use the Show All button to view all payers. Or use the Search field to further drill down your search.

  3. Select the payer.

  4. Locate and click on the Clearinghouse connection tab from the right-hand side panel. 

  5. See the current payer connection in the Clearinghouse connection field.

    1. Optional: Click the  icon to remove the electronic connection.

    2. Optional: Click the  icon to use a new payer electronic connection.

      1. Use the Master Payer Search window to search for your payer.

        1. Search for the payer by using the name, Payer ID or CPID number, then click Search.

        2. Select the payer.

          Payers with a blank CPID  are paper payers.

  6. Payer Products your selected payer supports will have the  icon.

  7. Any products that require an agreement be completed will contain the Agreement Required link.

    Ready to start working on the agreement? Click the  shortcut to the payer agreements screen.

    1. Optional: Click on the Agreement Required link to see if your providers have an agreement on file.

  8. Click Save. Otherwise, click Close if no changes were made.