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How can I control providers that "Accept Assignment" on a Payer level?

posted Jul 11, 2018, 11:21 AM by Amanda Negron   [ updated Jul 11, 2018, 4:38 PM by Samantha Turner ]
Part A:
Follow the instructions below to default the Accept Assignment option on a Payer level:
  1. Go to the Payer section and open the payer. 
  2. Go to the Provider ID Numbers tab.
  3. Under the Accept Ins column, click on the drop-down menu for the corresponding provider(s) and make your selection. 
  4. Once you're satisfied, click on the Save button. 
Part B:
In order for this default to carry over onto the claim, the patient's account must be enabled for this default. Follow the instructions below to enable this option for the patient:
  1. Go to the Patient section and open the patient.
  2. Go to the Insurance tab > Assignments tab. 
  3. Click on the Provider Accepts Assignments drop-down menu and select "Use the default accept assignment for the provider and payer". 
  4. Once you're satisfied, click on the Save button. 
Note: If you wish to have the Accept Assignment option defaulted for all new patient records going forward, you can enable this default within the Practice section.
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