To enroll an insurance payer, first navigate to Settings, Insurance, and then select the Payers tab at the top of the screen.

Next, select Add Payers in the upper right, and then Lookup Payers.

From the Search Payer menu you can find a payer by ether manually scrolling through the alphabetized list or Search by Payer ID or name via the search box.

You can select multiple payers at once if desired.  You can ether add these payers to your list by selecting Add Payer(s) and Save or you can begin the enrollment process by selecting Enroll.

From here you will need to select a Billing Profile for the payer from the drop down menu.  You can add more than one by selecting the + underneath the dropdown menu.  When you are finished select Next.

Next, you will need to upload the documents required by the Payer.  You can do so by selecting Upload Documents, which bring up a window allowing you to select the requested files.  After you are finished, select Next.

You can find the status of your enrollment under Enrollment Status in the Payers menu. You will see the list of Payers you have selected with one of the following statuses:

• Not Started
• Submitted
• Active
• Unenrolling
• Action Required