Skip to main content

 

Kareo Help Center

Verify and Edit Payer ID

Updated: 09/30/2021
Views: 13028

If a claim was rejected due to the payer ID, follow the instructions below to verify the Electronic Payer Connection to ensure the correct clearinghouse and payer ID is associated with the claim and edit as needed. When all corrective actions are completed, rebill and resubmit all affected claims.

Verify Payer ID

  1. Click Encounters > Track Claim Status. The Find Claim window opens.
  2. Look for and double click on the encounter that needs correcting. The Edit Claim window opens.
  3. Double click on the Case name. The Edit Case window opens.
  4. Double click on the appropriate Insurance policy listed. The Insurance Policy window opens.
  5. Double click on the Insurance name. The Edit Insurance Plan window opens.
  6. Double click on the Insurance Company name. The Edit Insurance Company window opens.
  7. Click the Electronic Claims tab and verify the electronic payer connection is set up correctly.
    • Verify the selected Clearinghouse is the clearinghouse the practice/provider is enrolled with. 
    • Verify the correct Electronic Payer Connection is selected and Clearinghouse Payer ID displays. 
      Note: Payers that indicate UB are for Institutional (UB-04) claims submission only.
  8. If the Clearinghouse Payer ID displayed is incorrect, proceed with the appropriate steps below to edit the payer ID.
Desktop_InsCompany_ElectronicPayerConnection.png

Edit Payer ID 

There are two ways to correct the payer ID associated with the claim(s).

Edit Insurance Company

  • If the the payer ID associated with the Insurance Company record needs to be corrected, follow the below steps.
    Important Note: Changes made in the Edit Insurance Company window applies to all insurance policies and claims associated with that Insurance Company record.
    1. If necessary, click the drop-down arrow to select the correct Clearinghouse. Then, click the Electronic Payer Connection. The Select an Electronic Payer Connection through (Clearinghouse) window opens. 
    2. Look for then double click to select the correct payer ID. The Edit Insurance Company window returns.
    3. Confirm the correct Clearinghouse Payer ID displays. Then, click Save at the bottom of each insurance window until it is no longer available.

Then, rebill and resubmit the affected claims. 
Note: Verify enrollment is completed (or not needed) before submitting e-claims to a different payer ID.

Desktop_InsCompany_EditElectronicPayerConnection.png

Edit Insurance Policy

  • If the insurance policy needs to be associated with a different Insurance Company record that has the correct payer ID, follow the below steps.
    Important Note: Changes made in the Edit Insurance Plan window applies to all insurance policies and claims associated with that Insurance Plan record.
    1. Exit back to the Insurance Policy window. 
    2. Click Insurance. The Select Insurance Plan window opens. 
    3. Look for then double click to select the insurance plan associated with the correct payer ID (listed under the EDI Payer Number column). The Insurance Policy window returns.
      • If there are no insurance plans associated with the correct payer ID, create a new insurance plan.
    4. Verify all other insurance policy information is correct. Then click Save at the bottom of each insurance window until it is no longer available.

Then, rebill and resubmit the affected claims. 

Desktop_InsPolicy_EditInsurance.png

 

  • Was this article helpful?