The organization account can set up the list of accepted insurance plans or payors. This will ensure that the list of available payors to be added to the client’s profile are approved by the organization. Additionally, organizations can also define the payors work week so that the Scheduling module and authorization work in accordance with the payor work week requirements.
To configure the organization approved insurance payors:
- Navigate to the Dashboard module and click Home
- Click My Profile
- Click the Ext. Profile tab
- Click Accepted Insurances
- Click the Add Payor drop-down to select the payor name
- Click the Add Plan drop-down to select the plan name. The payor and plan will be automatically added to the list of accepted payors
- The payor work week will default to Monday-Sunday. To edit based on the payor’s requirements:
- Click the payor work week (blue text)
- Click the Default Work Week drop-down and select the payor’s work week
- Click Calculations and select one of the following from the drop-down:
- Apply to new authorizations only: will apply the new selected payor work week to new authorizations created when the payor update is made.
- Apply to all authorizations: will apply the new selected payor work week to new authorizations, and will also override the work week on all existing authorizations. If selected, the changes to apply the new work week to your existing authorizations will be completed at midnight (12:00AM UTC).
- Click Update Work Week
- Define a payors’ required service time in the Time Format column, as either 12-hour or 24-hour
If you do not find a plan in the list, click here to learn more about requesting to add a payor.
Click here to learn how to open a support ticket.
Click here to learn how to add an insurance plan payor to a client’s profile.
Click here to learn how to set blackout dates per payor.