Insurance Type

Indicating Insurance Type

1. Check File With Status

The payer name on the CMS 1500 will be populated, depending on which insurance is being filed with.

  1. Open the patient account.
  2. Click on the Claims tab.
  3. Click on the appropriate claim.
  4. Look at the File With. (This is also viewable on the claim from the Claims Manager view.)

2. Find the Associated Insurance Company

  1. Based on the File With status, find the payer name that corresponds. That payer name and address will be listed in the payer name field at the top right of the CMS 1500.

3. Locate the Payer in the Insurance Companies list

3. Locate the Payer in the Insurance Companies list
  1. Go to the Tools menu.
  2. Click Insurance Companies.
  3. Type in the name of the insurance company in the Name search box.

 

4. Ensure that the Insurance Type is selected correctly.

4. Ensure that the Insurance Type is selected correctly.

The selection made in the Type (CMS 1500) drop down will check the associated box in Block 1, whenever a paper claim is generated to that insurance company.