Why is the Insurance Payer ID Not Pulling on Claims?

At times the Insurance Payer ID does not auto-populate on claims, even after the client selects the payer from a dropdown in your Intake Form. If this is happening at your practice, check your Intake Form for the following:

1. Click My Forms.
2. Open the form you use to gather insurance information from new clients.
3. Locate the question item that asks clients for their Primary Insurance payer.
4. Click the gear wheel icon and verify that Insurance Payer is selected in the Type field. 
5. Setting Insurance Payer as the Type will do the following:
   1. Auto-generate the list of payers for the client's selection
   2. Auto-populate the Insurance Payer ID on claims

Note: A different selection, such as Text Box or Dropdown, will not map the Insurance Payer and Payer ID to claims.