Editing Accepted Insurance Plans

1. Insurance plans are managed on a per-provider basis, which means you must add/edit/verify insurance plans for each individual provider that you manage. However, if all of the providers in your office accept the same insurance plans, you can copy insurance participation from one provider to another.
2. How to Edit Accepted Insurance Plans
3. Click Manage Providers.
4. Locate the provider for which you want to edit insurance plans, then click the Gear icon in the Manage column, and select Edit Insurance Plans.

   

5. When you check an insurance plan on the page it will automatically be added to the profile!  A green save label will appear next to the plan once selected.

   

6. Similarly, if a plan is unchecked, a removed label will appear.

   

7. If you have other providers that you can copy insurance acceptance from, use the Copy Plans from Another Provider field to search for the other provider, click the provider or group to select it, and then click Copy. 

   You will see a message indicating this update is in progress.

8. Select or clear the Self Pay check box to indicate whether the provider accepts private payments.
9. Choose the provider's state from the State drop-down.
10. Under the Par? column, select or clear the check box next to each plan to indicate whether the provider accepts that plan. 
    1. If desired, you may narrow down the options by payer by using the Filter by Payers field.
    2. If the provider works at multiple locations, click the button that appears in the Offices Accepted At column and select or clear the check boxes next to each location to indicate where the insurance plan is accepted. Note: You may only edit insurance acceptance for offices you manage.
11. Click Save Changes.