Setting up insurers/3rd party payers

Viewing the list of insurers/3rd party payers

1. Click the Setup button on the main toolbar.

2. Click Insurers/3rd party payers.
   

Creating a new insurer/3rd party payer

1. Click the Setup button on the main toolbar.

2. Click Insurers/3rd party payers.

3. Click Create new.

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

5. Other fields, not marked with an asterisk (*), but which are recommended indicate the following:
   
   

   • Revenue 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 3rd party payer automatically, but only if the 3rd party payer is present in the patient's Insurers tab. 

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

6. Click 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 Insurer/3rd party payer panel, click on the desired entity, and do one of the following:

   1. Double-click.

   2. Click Edit details.

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

Deleting an insurer/3rd party payer

1. Click the Setup button on the main toolbar.

2. Click Insurers/3rd party payers

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

   1. Double-click and un-check the Active check box and click Update.

   2. Click delete.