Insurance plans consists of three unique parts, each one associated “together” within a single insurance plan:
- Insurance carrier
- Employer name
- Group number
Because the insurance carrier information is obtained from the setup of the carrier’s information, the change will need to be accomplished within the carrier’s setup.
To edit an existing carrier:
- Click the word “Setup” and choose the “Insurance” and “Dental Carriers” options from the drop-down box
- Select the desired insurance carrier
- Click the Edit button
- Edit the PayerID in the “Payer ID” field
- Ensure the “Claim Type” field is “EClaim”
- Click the Save button