Page Comparison

Viewing the list of insurers/3rd party payers

1. Click the Setup button on the main toolbar.

2. Click Insurers/3rd party payers.
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   Tip
   A list of insurers appears /3rd party payers appear in the Insurers panel and includes include information such as insurer entity name, address, telephone number, fax number, and email address. Use the Quick Find field to type the first few letters of the insurer name to quickly locate the desired insurer/3rd party payer.

   
   

Creating a new insurer/3rd party payer

1. Click the Setup button on the main toolbar.

2. Click Insurers/3rd party payers.
3. Click

   Status
   title Create new

   .

4. In the Create insurer/3rd party payer dialog box, enter all required information.

   Tip
   Some fields are mandatory, indicated by an asterisk (*). Other fields must conform to a specific format (e.g. postal code). Fields which are missing mandatory information, or which contain information in an incorrect format, are highlighted in blue.

   
   

   Info
   Insurance plan will automatically populate box 1 on the HCFA 1500 claim form.

   
   

5. Other fields, not marked with an asterisk (*), but which are required include Insurance plan and Invoice template. The fields indicate recommended indicate the following:
   
   • Insurance plan: Selecting an option will automatically populate box 1 on the HCFA 1500 claim formRevenue group: This will assist in tracking Managed care, Medicare/Medicaid, and private pay invoices. You can view invoice statistics on the Revenue Group Report.
   • Pays full amount: Select this check box to allocate the full amount of a sale or order to the insurer 3rd party payer automatically, but only if the insurer 3rd party payer is present in the patient's Insurers tab. 
   Enter the

   • Payer ID number if your Blueprint OMS is integrated with a clearinghouse. 

     Note
     Contact support to get started with electronic billing.

     
     

6. Click

   Status
   title Create

   .

Editing an insurer/3rd party payer

1. Click the Setup button on the main toolbar.

2. Click Insurers/3rd party payer.

3. In the Insurers Insurer/3rd party payer panel, click on the desired insurerentity, and do one of the following:

   1. Double-click.

   2. Click

      Status
      title Edit details

      .

4. In the Edit Insurer details/3rd party payer dialog box, make adjustments as needed, and click

   Status
   title Update

   .

Deleting an insurer/3rd party payer

1. Click the Setup button on the main toolbar.

   Click Insurers.
2. Click Insurers/3rd party payers

3. In the Insurers panel Insurer/3rd party payer panel, click on the desired insurerentity, and do one of the following:

   1. Double-click . In the Insurer details dialog box, and un-check the Active check box , and click

      Status
      title Update

      .

   2. Click

      Status
      title delete

      .

   Tip
   To reactivate an insurer, un-check the Show active items only check box at the top of the Insurers panel. Double. Double-click on a deactivated insurer/3rd party payer (indicated with a red X), or select  select the insurer/3rd party payer and click Status title Edit details . Check the Active check box and click Status title Update .