Insurance: Insurance Customizations
Add customizations
For every payer in your account, you may setup a customization. Not every payer will have the same information on record and so you may customize certain information specifically for each payer. If in a group practice, you may also have custom settings per practitioner.
To add a customization, click the + Add Customization button at the bottom of the Insurance Settings. You may then change any settings listed above for claims associated with payers and/or practitioners.
The modal that appears will allow you to associate the customization with combinations of all payers, specific payers, all practitioners, and/or specific practitioners. You may create as many customizations as you need to handle the needs of your practice.
Example 1: Perhaps one practitioner in your clinic uses a different Provider Name than the rest of the clinic for one specific payer. You may create a customization that is associated with that payer for just that practitioner.
Example 2: Perhaps you are contracted with one insurance payer under your NPI 2 for your organization and all other insurance payers under your NPI 1. You may create a customization that is associated with the one insurance payer that is unique that will include your NPI 2 and your organization name.
Example 3: For group practices that want to bill sessions through supervisors but aren't using the supervision features, you can create a customization for the rendering provider that will establish the supervisor as the rendering provider.