Before You Begin
Administrative access to Dazos CRM settings
Understanding of which module contains the Insurance Policies you need to edit
Steps
Step 1: Check if it's a Global Picklist (Try This First)
Navigate to Settings → CRM Settings → Global Picklist
Look for your Payer Code values in the global picklist section
If you can find and edit the values here, you're done
If the values are not found in the Global Picklist, continue to Step 2.
Step 2: Access Module-Specific Picklist Settings
Go to Settings → CRM Settings → Module Management → Picklist Field Values
Step 3: Select the Leads Module
In the "Select Module" dropdown, choose Leads
This will load all picklist fields available for the Leads module
Step 4: Find the Insurance Provider Field
In the "Select Picklist" dropdown, look for Insurance Provider or similar field name related to payer codes
Select this field to access its picklist values
Step 5: Edit Payer Code Values
Click "Add Value" to add new payer codes
Enter the payer code in the format: [Code - Name] (e.g., "00980 - Aetna Better Health (FL)")
Click on the value text itself after adding it
Click "Save" to apply your changes
Verification / Expected Result
After completing these steps:
The new payer codes will appear in the Insurance Policies Payer Code dropdown when adding insurance to leads
Users will be able to select the newly added values
The changes will be saved and persistent across sessions
Troubleshooting / Common Errors
Values not appearing: Ensure you selected the correct module (Leads) and the right picklist field (Insurance Provider)
Cannot save changes: Remember to click on the actual text of the value you added before saving
Wrong picklist found: Some instances may have custom field names - look for fields related to insurance or payer codes
💡 Tip: If you prefer to manage payer codes in one central location, contact Dazos support to help migrate your local picklist to use the global picklist instead.