Before You Begin
Ensure you have administrative access to modify system settings
Consider contacting Support for assistance to prevent accidental modifications to existing payer codes
Steps
Navigate to the Payer Code Picklist in your system settings
Add your custom payer codes directly to the list
Save your changes
Expected Result
Your new custom payer codes will appear in the insurance options and can be used for patient tagging and categorization purposes.
Best Practices
💡 Tip: We recommend contacting Support to assist with adding payer codes to ensure nothing gets accidentally deleted or modified during the process.
Important Notes
⚠️ Note: Custom payer codes added this way are for tagging purposes only and will not provide instant VOB (Verification of Benefits) functionality unless properly integrated through the clearing house.
Related Resources
Contact Support for assistance with payer code management
Learn more about iVerify integration for instant VOB functionality