Define patient payers

Path: Patient > General > Payers

1. Go to Patient > General > Payers.
2. In the Pay Source section, add a new row to enter the patients' insurance information in the General and HIPAA tabs (for the detailed steps on each tab, see Pay Source – General tab and Pay Source – HIPAA tab).
   1. You can add all the patient's payers at once.
   2. The order in which you add them is not important in the Pay Source section. So, the primary payer does not have to be listed first.
3. If needed, specify the effective and end dates in the Effective Dates section.
4. In the Pay Control section, add a new row to enter detailed payers information. Indicate the payers' billing order (primary or secondary). To define a payer sequence, click Insert Row and indicate the effective date of the changes and the payer sequence for billing.
5. Set up the payers billing order, dates, and other options on the Pay Control – Payers tab.
6. Enter the patient's liability parameters on the Pay Control – Liability tab.
7. If you are the licensed Online Eligibility user, review a patient's insurance eligibility verification data on the Pay Control – Eligibility tab.
8. Save your changes.

Important: If you are changing already defined information, such as insurance code, company, or plan in the Pay Source section, the system notifies you that you have changed data that affect current accrual accounting reports. After saving your edits, you need to run the Recalculate Accrual Accounting utility in Administration > Maintenance to reflect your recent changes.