The process of mapping insurance cards has been updated.
Important: This is only for clinics that are integrated with WebPT or standalone clinics that use the Note/Title field on insurance cards.
Who has access to view and edit insurance card mapping?
- View - Any user account with the Admin permission set to Viewable
- Edit - The Account Admin and any user with the Admin permission set to View & Edit
Important: Insurance card mapping is not client-specific. Updating the mapping will affect all clients with a matching Note/Title.
Update Insurance Card Mapping
- Navigate to Admin > Defaults/Settings > Administrative.
- At the bottom of the screen, locate the Insurance Mapping section.
- Search for the Note/Title that matches the insurance name in WebPT or select the View All link to display all entries.
Follow the below instructions for Electronic/EDI or Print & Mail payers.
Electronic/EDI
- In the corresponding Payer field, enter the electronic Payer ID or begin typing the insurance name to display a drop-down with possible matches.
- Choose the desired entry from the list. Only select entries that include AV in the name. This ensures that your claims will be sent using our clearinghouse partner, Availity.
- Select Save. A dialog box will appear asking for confirmation.
Print & Mail
- In the corresponding Payer field, type in the payer name as you want it to appear on the CMS-1500.
- Press Tab on the keyboard. An informational box will appear.
- Select Save. A dialog box will appear asking for confirmation.
Changes to the Edit Insurance Card Screen
Users will no longer be able to edit the Note/Title field or the Ins Company field. Attempting to do so will simply highlight the text in those fields.
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