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How to Restore Missing Payer Codes in VOB Payer Code Dropdown (CRM)

If payer codes suddenly disappear from the VOB Payer Code dropdown but still appear in other fields, the Payer Code (Vobs) field has likely become disconnected from the global picklist. This guide will help you restore them.

Before You Begin

⚠️ Important: To restore payer codes correctly, you'll need the exact payer codes from the pVerify list. If you don't have pVerify access, contact support to look up the correct codes for you.

💡 Pro Tip: Always use the format [Code - Name] when adding payer values to avoid duplicates and errors.

Steps to Restore Missing Payer Codes

Step 1: Re-enable Global Picklist

Navigate to Settings → Module Management → Module Layouts & Fields → Accounts → Insurance Provider → Payer Code (Vobs)

Navigate to Module Management

Check Use global picklist and click Save

Step 2: Add Missing Payer Code Values

Go to Settings → Module Management → Picklist Field Values

In Select module, choose VOB

In Select Picklist in Vobs, choose Payer Code

Select VOB module and Payer Code picklist

Click Add Value and enter each missing payer in the format: Code - Name

Example: 00980 - Aetna Better Health (FL)

Add new payer code value

Important: After adding the value, click directly on the new value text, then save the picklist. This step is required for the value to save properly.

Step 3: Get Correct Payer Codes

To find the exact payer codes needed:

  • Access the pVerify payer list: https://premium.pverify.com/Payers/List

  • Search for your missing payer codes and copy the exact code and name

  • If you don't have pVerify access, contact support to look up the correct codes for you

Verification / Expected Result

After completing these steps:

  • The missing payer codes will reappear in the VOB Payer Code dropdown

  • Users can select the restored payer codes when processing VOBs

  • The payer codes will work correctly for your VOB team workflow

Troubleshooting / Common Errors

  • Values not appearing: Ensure you checked "Use global picklist" in Step 1 and saved the changes

  • Cannot save new values: Remember to click on the actual text of the value you added before saving the picklist

  • Duplicate errors: Check the All Values tab first to confirm the payer codes aren't already present in the picklist

Related Resources

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