Setting up insurers

Viewing the list of insurers

1. Click the Setup button on the main toolbar.

2. Click Insurers.
   

   A list of insurers appears in the Insurers panel and includes information such as insurer Name, Telephone number, Fax number, and Address. Use the Quick Find field to type the first few letters of the insurer name to quickly locate the desired insurer.

Creating a new insurer

1. Click the Setup button on the main toolbar.

2. Click Insurers.
3. Click CREATE NEW.

4. In the Create insurer dialog box, enter all required information.

   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.

5. Other fields, not marked with an asterisk (*), but which are required include Insurance plan and Invoice template. The fields indicate the following:
   
   • Insurance plan: Selecting an option will automatically populate box 1 on the HCFA 1500 claim form.

   • Invoice template: Select the template to be used when an invoice for this insurer is generated in QuickBooks.

     QuickBooks

     Insurers are treated as customers in QuickBooks.Once insurers are created/edited in Blueprint OMS, they are also created/edited accordingly in QuickBooks.
   • Pays full amount: Select this check box to allocate the full amount of a sale or order to the insurer automatically, if the insurer is present in the patient's Insurers tab. 

6. Optionally, enter the Payer ID number from Office Ally's website if integrated with the clearinghouse, Office Ally, for submitting claims electronically.

   Contact Blueprint OMS for more information on submitting claims electronically.

7. Click CREATE.

Editing an insurer

1. Click the Setup button on the main toolbar.

2. Click Insurers.

3. In the Insurers panel, click on the desired insurer, and do one of the following:

   1. Double-click.

   2. Click EDIT DETAILS.

4. In the Insurer details dialog box, make adjustments as needed, and click UPDATE.

Deleting an insurer

1. Click the Setup button on the main toolbar.

2. Click Insurers.

3. In the Insurers panel, click on the desired insurer, and do one of the following:

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

   2. Click DELETE.

   To reactivate an insurer, un-check the Show active items only check box at the top of the Insurers panel. Double-click on a deactivated insurer (indicated with a red X), or select the insurer and click EDIT DETAILS. Check the Active check box and click UPDATE.