Insurance Carriers List
The Insurance Carriers List is a master list of all carriers. Carriers are automatically added to the master list when you enter carrier information on an insurance plan, but you can also add carriers that are not attached to any plan.
The number of plans a carrier is attached to is indicated in the Plans column. To narrow or sort the list of carriers, enter filter criteria:
To update carrier information, double click it.
If multiple entries for the same carrier exist due to data entry errors, you can combine them. See Combining Insurance Carriers.
Carrier ID: A system generated unique identifier that is useful for third party reporting.
Name, Phone, Address, Address2: Carrier name and mailing address.
Electronic ID: The electronic ID used when submitting e-claims. Insurance companies will provide you with the correct number.
Don't Usually send Electronically: Check this box to send claims by paper instead (e.g. if the carrier does not accept electronic claims.)
Carrier Group: Only visible if carrier group names exist in Definitions: Carrier Group Names. Select a carrier group to associate to the carrier. Useful for queries.
Hidden: Hide this carrier so it is no longer available as a selection.
Appt Text Back Color: Background color for the carrier's name in the appointment box when Insurance Color is added to the appointment view. See Appointment View Edit Window.
Ins Plan Subscribers: Indicates how many insurance plan subscribers use this carrier. Click the dropdown to see all subscribers.
Delete: You can not delete a carrier that is in use, but you can combine carriers.