Insurance Card Mapping - WebPT Integration

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

1. Navigate to Admin > Defaults/Settings > Administrative.
2. At the bottom of the screen, locate the Insurance Mapping section. 
3. 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

4. In the corresponding Payer field, enter the electronic Payer ID or begin typing the insurance name to display a drop-down with possible matches. 
5. Choose the desired entry from the list.
6. Select Save. A dialog box will appear asking for confirmation. 

Print & Mail

4. In the corresponding Payer field, type in the payer name as you want it to appear on the CMS-1500.
5. Press Tab on the keyboard. An informational box will appear. 
6. 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.