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during this video ill share how to set up insurance well cover the following important aspects insurance setup importance of payer id and primary billing method to begin with navigate to setup in the main menu and click on insurance slash plan and the search insurance screen will get opened up either search for an insurance or click the add button to add a new one the system populates a list of insurances based on the state and clearinghouse keep in mind that you can also add payers from the charge entry screen lets say you entered charges and you see a new patient with a brand new insurance which is not in the system in this circumstance you dont need to navigate into this screen rather you can invoke this screen from the charge entry screen itself lets look at the payer setup screen click the edit button and the insurance companys information screen will open heres the payer name payer id which is the electronic payer id the payer type which is commercial insurance and the end
