. The Edit Payer Match prompt will display.If this process has not been completed yet, your agency must match payers in firstREV with payer records (in Master Files | Payors / Plans | Payors) to make sure that specific claims are validated properly and are clean (prior to sending claims). By matching payers, agencies can ensure that claim validation rules for each payer are applied to the corresponding claims.
Follow the brief process outlined below to setup payer matching for applicable payer:
1. While logged into firstHOMECARE, navigate to Reports.
2. In the Report Category drop-down field, select Master Listings
3. In the Report Name drop-down field, select Insurance Payors.
4. Without altering the default filtering options, click Preview and then select Print.
5. Next, access the firstREV interface and navigate to Settings | Payers.
6. Find the payer you want to setup. If necessary, use the Quick Search feature.
7. Click Enroll/Manage in the Action column to select a payer, or click anywhere in the row for the corresponding payer record.
8. Select the Matching tab.
9. Click . The Edit Payer Match prompt will display.
10. Within the Match Fields section of the prompt, click 
.
11. In the Field column, click the drop-down menu and select Provider/Local Payer ID.
12. In the text field under the Value column, enter the same payer ID displayed in the ID column of the Insurance Payers Report.
13. In the Match Type column, select the Exact radio button.
14. Click Save.
15. When prompted to create the match for all claim types, click Yes.
16. Click 
to return to the Payers grid.
17. Repeat steps 7-16 for all payers that will have claims sent into the firstREV interface.