Before you add a new payor, use the search fields to see if the payor already exists. Existing payor entries cannot be deleted if they are associated with any patient charts.
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Before you add a new payor, use the search fields to see if the payor already exists. Existing payor entries cannot be deleted if they are associated with any patient charts. |
To add a new payor:
1. From the Main Menu, click Master Files and then select Payors/Plans.
2. Click 
on the Payors tab.
3. Complete the following fields:
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To ensure that electronic claims are processed properly for Minnesota Medicaid, agencies must setup any applicable payors by ensuring that either "MHCP" or "ZirMed" is entered in this field. |
● Payor ID
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After new payor entries are saved, this field will be disabled (and cannot be edited) when it is associated with a patient chart. |
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After new payor entries are saved, this field will be disabled (and cannot be edited) when it is associated with a patient chart. |
● Address, City, State, and Zip
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If a user changes the Financial Class for a payor, the selected Payment Source will not change. |
● Offices
4. If your agency uses Electronic Remittance Advice (ERA), update the ERA fields as necessary.
5. If you want to use the payor's address as the pay-to address, click the Use Pay-To Address check box.
6. Click 
. When the information saves, the Phones/Email area becomes active so you can add phone numbers as necessary.
7. Ensure that the appropriate settings are established for the Include multiple service type codes in 270 checkbox and the Max per 270 field. Refer to the Specifying Number of STC Codes for 270 Files topic for more information about this setting.