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. Only select entries that include AV in the name. This ensures that your claims will be sent using our clearinghouse partner, Availity.
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.