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Synchronize Payers

It's important to properly synchronize your payers within CollaborateMD and Practice Fusion so the Superbill can be used to properly generate a claim. Here are some important things you need to be aware of:
  • The payer is extracted from the Superbill and matching is performed based on the Payer Address and Name
  • The Superbill will be rejected if a matching payer cannot be found within CollaborateMD.
  • When entering payers within Practice Fusion please be sure to enter this information exactly as it appears in CollaborateMD on the Payer Listing report or when viewing a list of your payers. 
Please note,  If a superbill is rejected, you will be required to make the necessary changes to your Payers within Practice Fusion or CollaborateMD to ensure an exact match and then re-submit the Superbill. 


 If you have not created payers within your CollaborateMD application please see the Payer Information Help Page. Once your payers are added please continue following the steps below in order to synchronize your payers with your Practice Fusion account.

Option 1 (recommended) 

Follow the instructions below to run the Payer Listing Report:
  1. Go to the Report section.
  2. Under Central Business Intelligence > Report Viewer, expand the Misc Reports folder.
  3. Double click on the Payer Listing report.
  4. Click on the OK button to run the report.
  5. Once the results are displayed you have the following options to populate this information within Practice Fusion:
    • Print the report and manually enter the payer information within Practice Fusion.
    • Cross reference the report displayed on your screen while you have Practice Fusion open and either copy and paste the Payer information by selecting “Payer not in list” or " Add Custom Payer" or type the information into the necessary fields.
  6. Manually enter the payer information to your Payer List via Practice Fusion. For more information on how to add payers within Practice Fusion, please reference Adding Insurance or Payers Help Forum or watch the Managing Payers and Insurance video.
  7. When you're satisfied remember to Save your changes within Practice Fusion.

Option 2 

If you're an existing CollaborateMD customer and you have a lot of payers in your system, please note you can run the Payer Listing by Usage Report. By default this report will provide you with a list of payers you've billed within the last 90 days. 

Follow the instructions below to run the Payer Listing by Usage Report. 
  1. Go to the Report section.
  2. Under Central Business Intelligence > Report Viewer, expand the Misc Reports folder.
  3. Double click on the Payer Listing by Usage report.
  4. Click on the OK button to run the report.
  5. Once the results are displayed you have the following options to populate this information within Practice Fusion:
    • Print the report and manually enter the payer information within Practice Fusion.
    • Cross reference the report displayed on your screen while you have Practice Fusion open and either copy and paste the Payer information by selecting “Payer not in list” or " Add Custom Payer"  or type the information into the necessary fields.
  6. Manually enter the payer information to your Payer List via Practice Fusion. For more information on how to add payers within Practice Fusion, please reference Adding Insurance or Payers Help Forum or watch the Managing Payers and Insurance  video.
  7. When you're satisfied remember to Save your changes within Practice Fusion.