New clients must complete a payor import file before beginning implementation. The purpose of this file is to ensure clients’ payors match payors in CentralReach’s database, so that claims will be sent correctly. A spreadsheet application, such as Excel, WPS Spreadsheets, or Google Sheets, will be needed in order to open and complete the payor import.

See below for a breakdown of how to complete columns A-M of the payor import:

• Column A: The name of the insurance company
• Column B: The name of the specific plan under the insurance company
• Columns C- F: The insurance company’s mailing address
• Column G: The payor’s ID with Office Ally, which indicates where claims should be sent. The ID can be located here, by conducting a search for the payor.
  
  • Please note, it is important that this ID is inputted correctly, so claims are submitted to the right payor. If you are unsure of the payor ID, contact the payor directly to confirm their ID.
• Columns H-I: These columns indicate if pre-enrollment is required with the payor to submit claims or receive responses electronically. 
  • On Office Ally’s Payer List, columns ENR and ERA will be marked with Y or N. If either columns have a Y, you will need to complete the proper enrollment forms for that payor.
• Columns J-M: These columns let CentralReach know how you are currently billing and how you want to bill in CentralReach.