Payer Library

Menu Location: Tools > Payer Library

Why would I use the Payer Library?

1.  To keep a database of the Insurance Carrier used by the provider for submitting claims.

2.  To enter Insurance Carrier address information in the Carrier Area. (Top right corner of CMS-1500 form.)

Note: Enter data for Carrier Area on the Physician/Diagnostic Info Screen – Features.

To open the payer library, click on the Tools menu and select ‘Payer Library’. 

Add Payer Information to Library

1.  Enter name and address data

2.  Click on the Add button

Payer information is now listed in the box below.

Edit Payer Information in Library

To edit information in the Payer Library follow directions below.

1.  Select by highlighting Payer to ‘Edit’ from the list in the Payer box.

2.  Click the ‘Edit’ button or double click the payer.

3.  Edit information

4.  Click the ‘Add’ button

Payer information is now listed in the box below.

Delete Payer Information from Library

Select by highlighting the ‘Payer’ to be deleted

Click on the ‘Delete’ button.