Payor ID
I am receiving an error that I need to add the payor Id to the claim form, but when I edit the claim and attempt to update the form I receive a red circle with a line through it. I received the following response from the help desk. This is great, but I don't see the option to correct payor ID. Please help.
We changed the ability to edit the payer ID because our electronic claims system works best when the information is auto-populated. We also did this to avoid erroneous changes from being made to box 1.
When filing claims electronically to a payer in SimplePractice, you'll want to ensure that the correct payer ID is selected within the client's settings when you navigate to the client's Overview page > click Edit > Billing and Insurance tab > scroll to Insurance Information > choose the correct Payer ID > click Save Client. This way the correct information auto-populates to the claim for electronic claim submission.
Thank you
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How do you add a payor ID to the claim form? The information and payor ID number is on the Client's page and is correct, but then when I go to make a claim it doesn't show up in the payor ID box. It shows up next to the insurance name. And because of that red circle, I can't get the number into the correct box. What do I do when the payor ID nnumber does not auto-populate correctly? It seems to me that it worked much better before when I could manually put the number in. Please help.
Lee
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