Adding an Insurance Company

Understanding how to add insurance companies/third party payers in TherapyAppointment 2.0 is an important if you are submitting claims to insurance companies, EAP's or have other third-party contracts who reimburse in full or in part for the services a client receives. 

In This Article:

Add/Manage Insurance Companies
Setting up Magellan as an Insurance Company. 

Add/Manage Insurance Companies

Follow these few steps to access and manage insurance companies connected to your practice group. Role Required to do this step: Owner or Manager. 

  • Click Practice Settings from the left-hand menu
  • Select the Billing & Insurance top tab
  • Navigate down to the 'Insurance Features' section
  • Click the Manage Companies button

  • Click the button (top right of the screen)

At this point two options appear: 'Search' and 'Manually Add Insurance Company'. If opting for the 'Search' feature, search our insurance database by Insurance Company Name or Payer ID.

Enter the name of the insurance company (or the Payer ID) in the field provided and select the insurance company being added from the drop-down list.

An option is provided to add the insurance company's claims mailing address if desired. However this is not required if you are submitting claims to insurance companies electronically. It is required if you will be printing and mailing paper claims to insurance companies. 

Setting up Magellan Insurance Payer ID 01260

Magellan (Payer ID 01260) is very picky about their address format, requiring claims to populate in a very specific way. For this reason, Magellan requires the claims mailing address on their electronic claims. To format this: 

In your insurance company list, select Magellan: 

  • Ensure that Magellan Payer ID: 01260 is in the Payer ID field
  • You MUST Enter Magellan's claims mailing address in the fields provided
  • Press the Save and Done.