Overview:
In this guide, you will learn the step-by-step process of adding a new insurance provider to the payer codes list in your Dazos CRM.
Before You Begin
⚠️ Warning: Before adding a new provider, you must confirm the exact payer name and code from the pVerify list. You can access the list here: https://premium.pverify.com/Payers/List
Pro Tip: To avoid duplicates and errors, always follow the correct format:
[Code - Name]
Steps
1. Access Your CRM Instance
Navigate to your specific CRM login page and enter your credentials to access it.
2. Navigate to Settings
After logging in, locate and click on the "Settings" option. This option is usually found in the main navigation panel on the left side of your CRM.
3. Access CRM Settings
In the Settings menu, click on "CRM Settings." This section gives you complete control over your CRM's management.
4. Access "Module Management" dropdown menu
On the CRM Settings page, click on "Module Management" to expand the dropdown menu.
5. Access "Picklist Field Values"
From the "Module Management" dropdown, click on "Picklist Field Values."
6. Select the Module "VOB"
In the "select module" option, select "VOB
In the "Select Picklist in Vobs" select "Payer Code"
Select "Add Value"
7. Confirm the Payer's name and code in the pVerify list
Access to pVerify website and confirm the payer's name and code
https://premium.pverify.com/Payers/List
8. Add the insurance Provider Code and Name
Add the Insurance provider code and name following the same format
Example: 00980 - Aetna Better Health (FL)
Then press "Save"
9. Confirm the insurance Provider Code and Name on the list
After saving, confirm that the new insurance provider's payer code was successfully added to the list.
Verification / Expected Result
The new insurance provider will now be available in the payer codes list and can be selected when adding or modifying a patient's information.
Troubleshooting / Common Errors
Provider Not Appearing: If the provider does not appear after saving, try clearing your browser's cache and cookies and logging back in.
"Duplicate Value" Error: Ensure the payer name and code you are trying to add do not already exist in the list.
Related Resources
[Product FAQ: Billing and Insurance]
[How to Troubleshoot Login Errors]
[Contacting Support]
We hope this guide has provided a clear and seamless process for adding a new insurance provider to the CRM
If you encounter any issues during this process or have further questions regarding our CRM management, our support team is ready to help.
Please don't hesitate to reach out to us for personalized guidance.
Support email: [email protected]