eServices > Using the eClaims Service > Setting Up Insurance Companies

Assigning Payer ID Numbers Automatically

To assign payer ID numbers automatically:

1. Select an option:

2. In the eServices window:Click Insurance Setup.

3. From the main menu:Select Setup > Insurance Co/Plans.

The Payer Setup window is displayed, listing all insurance companies in the database that accept claims electronically.

2. Click Assign ID. The Insurance Company List window is displayed.

3. Click Auto IDs. The Payer ID Automatic Assignment window is displayed.

4. To assign paper electronic claims, select Assign all unmatching companies to be paper electronic claims.

5. If you assign paper electronic claims, contact an eServices support representative for a free review of your setup. A technician can assist you with correcting potential errors.

5. Click Yes. The payer ID numbers are displayed in the Payer column of the Insurance Company List window.

6. Click Exit to save the settings. A message informs you that payer identification numbers have been automatically assigned.

7. Click Yes. The Payer Setup window is displayed.

8. Click Exit.

9. Every 30 days, you are prompted to update insurance plans automatically.