The Profile section in the Dashboard contains fields to store and update account specific information, set office locations, enter user credentials, and where the organization accounts can update merchant settings, billing information, and view/print CentralReach invoices.

Dashboard / Profile “Add Payor” Requests

A list of insurance companies and plans are contained within CentralReach. If users are trying to add a payor to a client’s profile, but do not see it in the list, check the organization’s accepted insurances list. If users are still unable to locate the insurance company or plan, create a CentralReach Support Case containing the following information:

  • Payor (insurance carrier) name
  • Payor (insurance carrier) plan 
  • Payor (Insurance carrier) address
  • Payor ID (for sending claims electronically)
  • Case submission type: Indicate whether claims are submitted via OfficeAlly or Waystar (ZirMed).

To add school districts as payors, please provide the following:

  • Insurance plan name
  • Insurance address
  • Type “none” for the Payor Plan 
  • Type “none” for the Payor Plan
  • Case submission type: select N/A

Click here to learn how to add a payor to a client’s profile.