Payer Section

The Payer section provides the functionality to select from over 2000 payers to automate and manage claims and payer demographics. This section allows you to view, add, export, print or modify payer information; such as name, payer types, identification numbers and more.

The following help pages are supported by the current version of CollaborateMD. Please follow the curriculum outline to receive the proper training associated with this section


Enter Provider ID Numbers

Follow the steps below to enter your Provider ID numbers for a particular payer:
  1. Go to the Payer section.
  2. Click on the Show All button to search for all payers or use the Search field to search for the payer.
  3. When the All Payers window opens, select the payer. 
  4. Click on the Provider ID Numbers tab.
  5. Enter and select the settings for the appropriate provider (see below).
  6. When you're satisfied with your changes, click on the Save button. 

  1. PracticeSelect a practice to filter your displayed results.
  2. Provider: Select a provider to filter your displayed results.
  3. Offices: You have the option of showing a specific office tied to a provider. In order to select your option you must check the box that says I have separate IDs per office.
  4. Clear Selection: Click this button to remove any practice, provider, or offices you have selected in the filter
  5. I have separate IDs per office: Selecting this option will allow you to enter Provider IDs based on different offices.
  6. Only show active provider IDsSelecting this checkbox will limit your current view to only rows that have a value of "Active" in the "Status" column. 
  7. Only show rows with IDs: Selecting this option will only show the rows that have Provider ID numbers populated.
  8. Individual: Enter your individual provider ID number in this field. This will populate box 24J shaded of the Professional (CMS-1500) claim form. 
  9. Group: Enter the provider's group ID number in this field. This will populate box 33b of the Professional (CMS-1500) claim form. 
  10. Active: Select whether or not this provider is active with this particular payer.
  11. Accept Ins: Select whether or not this provider accepts this insurance. This indicates if the Provider accepts assignment.
  12. Bill Mode: Choose whether or not the provider is billing as an Individual or a Group for this payer.
  13. Provider: This shows the provider you are setting the information for.
  14. Practice: This shows the practice the provider is tied to.

Edit/Find Provider ID Numbers

Follow the instructions below to edit or find Provider Id Numbers: 
  1. Go to the Payer section.
  2. Click on the Show All button to search for all payers or use the Search field to search for the payer.
  3. When the All Payers window opens, select the payer. 
  4. Click on the Provider ID Numbers tab.
  5. Make the necessary changes and click on the Save button when you're done.