Insurance  Setup: Adding A New Insurance Payor/Company

Adding a New Insurance Payer/Company

1. Go to Practice > Billing > Payors
2. Click 
3. Enter in the Company Name, Payer ID, and Payer Type. The other fields can be left blank.
4. Click 

Mapping the New Payer to Open PM

1. Go to Practice > Billing > Settings > OpenPM Mappings > Insurance Companies
2. Enter the Openpm id for the new payer.

Finding the OpenPM id

1. Log into OpenPM and go to Libraries > Insurances
2. The OpenPM id is the identifier in the leftmost column:
   
3. For assistance adding a new Insurance to the OpenPM Insurance Library please contact OpenPM Support.