Payer Network
Manage your payer network and insurance provider configurations
The Payer Network is your directory of insurance providers (payers). From here you can accept payers you work with and configure external ID mappings.
Viewing payers
Navigate to Payers from the main menu to see all available payers in a paginated list.
Table columns
Payer
Provider name, alternative names, contact info (phone, fax), portal link, and external ID count
Status
Whether the payer is Accepted or Not Accepted, with a toggle to change
Actions
Configure button (for accepted payers)
Filtering
Use the filter bar to narrow results by:
Is Accepted — Accepted or Not Accepted
Has External IDs — Has External IDs or No External IDs
Sorting
Sort payers by:
Name (A–Z or Z–A)
Accepted First
Not Accepted First
Search
Use the search bar to find payers by name.
Accepting and rejecting payers
Before a payer can be used for eligibility checks, prior authorizations, or treatments, it must be accepted.
Accepting a payer
Click the toggle switch next to any payer to accept it. The payer immediately becomes available for use across the platform.
Rejecting a payer
Click the toggle switch on an accepted payer to reject it. A confirmation dialog appears — type confirm to proceed.
Rejecting a payer prevents it from being used for any new eligibility checks, prior authorizations, or treatments.
Configuring external IDs
External IDs map a payer to identifiers used in your other systems (e.g., EHR, billing system, clearinghouse).
Click the Configure button on an accepted payer.
In the configuration dialog, add one or more external IDs:
External ID
Yes
The identifier from your external system
Label
Yes
A descriptive label (e.g., "Epic Payer ID", "Clearinghouse ID")
Description
No
Additional notes about this mapping
Click Save Configuration to save all changes.
You can add multiple external IDs, edit existing ones, or delete them from this dialog.
When you add an external ID mapping, any patient insurance plans imported with a matching source payer ID are automatically reassigned from the unknown payer to this provider.
How payers connect to other features
Eligibility Checks
Only accepted payers appear when creating eligibility checks. The payer's clearinghouse mapping is used to verify coverage in real time.
Prior Authorizations
Payer contact methods are used when submitting prior authorizations.
Treatments
Patient insurance plans (linked to payers) are associated with treatments for billing and workflow purposes.
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