Add a Custom Insurance Payer

By default, PracticeQ pulls its list of insurance payers from Office Ally or TriZetto as part of the integration with their systems. At times you may need to add a payer that is not in the list in order to submit or track claims outside of Office Ally or TriZetto.

‼️IMPORTANT NOTE: Custom Insurance Payer information will not populate all fields of EDI forms.

1. Click Lists → Claims → Claims Settings.
2. Select the Payers tab.
3. Click the Add a custom payer link.
4. Complete the fields and click Save.
5. For more information on the payer options in this window, see article Set Up Claim Settings: Payers.

Note: If the payer does not support electronic claims, but you still want to submit claims via Office Ally or TriZetto, set the Payer ID field to PAPER. This indicates to Office Ally or TriZetto that the claim should be mailed to the payer.