Adding an Insurance Company

Adding an insurance company to the system is a vital and important step for many practices.

Read on more to learn how to add, manage and setup all insurance companies your group deals with!

In this Article:

• Add Insurance Companies
• Setting up Magellan as an Insurance Company

Add Insurance Companies

Follow these few steps to access and manage insurance companies connected to your practice group.

• Click the + New button (top right):

At this point two options appear: 

• Search (from our database)
• Manually Add Insurance Company

Search

• If opting for the 'Search' feature, search our insurance database by Insurance Company Name or Payer ID.
• Enter your keywords, and we automatically update the results below.
• Once you've found the right company, click Select (far right)

• From there, enter the details of the company and Save and Done
• If you're not done entering insurance companies, instead click Save and Add Another

Manually Add Insurance Company

Enter the name of the insurance company in the Company Name field provided, and click Add Company

From there, manually enter the Insurance Company details, paying close attention to each field especially the Payer ID.

• 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 description printing and mailing paper claims to insurance companies
• From there, enter the details of the company and Save and Done
• If you're not done entering insurance companies, instead click Save and Add Another

Setting up Magellan Insurance

Magellan (Payer ID # 01260) is very picky about their address format, requiring claims to populate in a very specific way.

For this reason, Magellan must be added manually. Use the above steps to add them manually first.

Then:

• Make Magellan in the the Company Name field and 01260 the Payer ID field
• Enter the complete PO Box address that your Magellan requires you to use
• Click Save and Done (bottom right)