Adding a Custom Insurance Payer

By default, IntakeQ pulls its list of insurance payers from Office Ally to facilitate the integration with their system. In some cases you may need to add a payer that is not in the list in order to submit or track claims outside of Office Ally.

To add a custom payer, follow the steps below:

  1. Navigate to "Lists > Claims > Claims Settings".
  2. Go to the "Payers" tab.
  3. Click on the "Add a custom payer" link, as indicated in the image below.

  4. Fill out the fields and click on "Save". Note that the payer name and code are required.

If this payer doesn't support electronic claims but you still want to submit claims via Office Ally, set the Payer ID field to PAPER in order to indicate to Office Ally that the claim should be mailed to the payer.

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