As a new client of CentralReach, you will be asked to complete a payor import file before you begin your implementation. This file will be sent to you by our implementation team. The purpose of this file is to make sure your clients’ insurances are imported to match the correct insurance company in our database so that your claims will be sent correctly.
Please see below for a breakdown of how to populate columns A through I of the payor import:
Column A – Insurance Company: Name of the insurance company
Column B – Insurance Plan: Specific plan under that insurance company
Column C through F: Mailing address for that insurance company
Column G – Payor ID: Office Ally payor ID. A payor ID indicates where a claim should be sent. Think of it like the mailing address for an insurance company. So it is very important that this ID is matched up correctly to ensure that your claims are submitted to the right payor. You can locate that ID by going to the Office Ally list here. Do a search for your payor to locate the payor ID. The ID you locate here should go into column G of the import file. If you are not sure of the payor ID, you should contact your payor directly to confirm.
Columns H and I – ENR & ERA Enrollment: These columns are referring to whether or not you have to enroll with your payor to submit claims electronically or receive responses electronically. On the Office Ally Payer List in the columns ENR and ERA, this will say Y or N. Please see example below:
If either columns have a Y, you will need to complete the proper enrollment forms for that payor. You can find the forms here.
Columns J through M – How you are currently billing vs. wish to bill in CentralReach: Please let us know how you are currently billing for these payors and how you wish to bill in CentralReach so we can make sure we achieve these goals.