Profile

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, open a support ticket containing the following information:

  • Insurance carrier name
  • Insurance plan name
  • Insurance address
  • Payor ID (for sending claims electronically)
    • 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

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