When a client’s insurance expires and their global settings have been changed to the new payor, each group-level needs to also be changed to the current payor. Updating the payor in the “Global Settings” will not update the “Group-Level” codes. Each grouped service code needs to be changed, as well.
To do this:
- Open the client’s authorization that needs to be updated.
- Click the pencil icon next to the group of codes to edit the information set for that group.
3. It will open a pop-up window with what is currently set for that group of codes. The “General” tab is where payor information can be updated.
4. Click the down arrow to the right of the payor’s name to update what is currently set.
5. Select the updated payor and click Save
These steps need to be repeated for every group of codes within the authorization.