Managing Payer Association

CollaborateMD allows you to associate your contracts directly to your payers. This allows you to run reports on your contracts based on payer and see your contracts from the payers screen. To learn how to view your payer contracts, please visit our Manage Payers Contracts Help Article. 

1. Select Customer Setup > Codes... > Contracts. 

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

3. Select the Contract.

4. Locate Payers form the right-hand side panel and click to expand.  

5. Click the Add Payer Association button to associate new payers with this contract.

6. Use the Payers drop-down menu to select the payer(s).

7. Select how the contract should Apply to the Payers:

   1. Place a check in the Apply based on the claims date of service box to apply this contract based on the date of service.

      1. Set the Effective Date and Termination Date.

   2. Place a check in the Apply based on the location or provider box to apply this contact based on the location or provider used.

      1. Select whether to use Practice, Provider, Office, Facility or Tax ID.

   3. Place a check in the Apply based on place of Service box to apply this contract based on the place of service used.

      1. Select whether to use Any Non-Facility Place of Service, Any Facility Place of Service or POS Code.  

   4. Place a check in the Apply based on modifier box to apply this contract based on the Modifier used.

      1. Select whether to use  Modifier(s).

   5. Place a check in the Apply based on value code box to apply this contract based on the value code used.

      Select whether to use Value Code. When selected, users will have the opportunity to enter a single Value Code and Amount (optional). 

      The correct contract will be matched based on the Value Code and Amount (if present) when applying a payment. Please note that the system will continue to apply the contract with the highest matching criteria.

8. Click Done.

9. Optional: You can remove an association by clicking on theicon to the right of the payer name.

10. Click Save.