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Kareo Help Center

Verify or Edit Payer ID

If a claim was rejected due the payer ID, follow the instructions below to verify or edit the payer ID associated with a claim. When all corrective actions are completed, rebill and resubmit all affected claims.

Important Note: Changes made within the Edit Insurance Plan or Edit Insurance Company pages will apply to ALL insurance policies and claims tied to that Insurance Plan or Company within the practice.

 

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. The Edit Case window opens.
  4. Double-click on the appropriate Insurance Policy. 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.
  8. The current payer ID is listed in the Clearinghouse Payer ID field.

 

Electronic_Payer_Connection.png

Edit Payer ID

If the payer ID the claim is being billed to is incorrect it can be updated in two ways:

Note: Please verify enrollment is completed (or not needed) before submitting e-claims to a new Payer ID.

  1. Change the payer ID associated with the insurance company: 
    1. Click the Electronic Payer Connection button.
    2. Search for and select the correct payer ID for the claim.
    3. Click Save all the way out (multiple saves may be required).

 

Payer_ID.png

  1. Associate the insurance policy with another insurance company (with the correct payer ID):
    1. Exit back to the Insurance Policy page. 
    2. Click the Insurance button.
    3. Look for an Insurance Plan with the correct payer ID (listed under the “EDI Payer Number” column).
    4. Double-click on the appropriate insurance plan to associate it with the patient’s insurance policy.
    5. Verify all other information listed on the policy is correct.
    6. Click Save all the way out (multiple saves may be required).

Then, rebill and resubmit all affected claims. 

Insurance_Policy_InsuranceButton.png

 

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