A box will appear asking for the Code and the Company Name.  The code is how the carrier would be searched by in the software.  The Company Name is the Name of the carrier.

A Tab showing the Carrier will appear.

Code: You can use this to find the carrier

Master Carrier: You can select from the drop down to see your options

Carrier Type: There is a drop down to select what matched your carrier

Payer ID#: This is the electronic address of the carrier. Can be found on the back of the insurance card or you can call the insurance carrier to confirm this number.

Company Demographics: This is the carrier information

Memo: You can type in this field for any notes you want to keep

1. Pri. Bill Type: There is a drop down arrow to select how you are sending your claims for patients who have this carrier as their primary insurance.

Sec. Bill Types: There is a drop down arrow to select how you are sending your claims for patients who have this carrier as their secondary insurance.

Sec. Entity type: There is a drop down to select.

EDI Set up: There is a drop down arrow to select. If you are billing electronically then you will want it to read Default EDI Setup.

Insurance Type: There is the drop down to closely match your insurance type.

Claim Filing Code: When selecting your Insurance Type, there is 2 characters directly to the left of the Insurance Type which is what you will use here.

2. On HCFA's: If you are billing HCFA, you can choose how dates will display

3. Documentation Footer: When you print the patient notes you can include what you need by checking the appropriate boxes.

Documentation Footer - https://help.healthcoretech.com/a/1759994-documentation-footer