How to Add, Edit, Disable, and Delete Insurers in Noterro

As an Admin of Noterro, you are responsible for managing insurers to ensure smooth billing and payment processes for your clinic. By effectively managing insurers in Noterro, you can ensure accurate billing and smooth payment processes for your clinic. Noterro provides the tools to add, edit, disable, and delete insurers. Let's explore each of these actions in detail.

Adding Custom Insurers

Adding a new insurer is essential in setting up your billing system. Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurer section.
5. Click on Add New.
6. Enter the necessary information, such as the insurer's name and address, and set the payable.
7. Click Save to add the insurer.

Adding Predefined Insurers (Canada only)

Canadian clinics have the convenience of adding insurers from a pre-existing list. Just follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurer section.
5. Click on Add New.
6. Click on Select Insurers.
7. Select the Insurers you wish to add on the menu that appears.
8. Click on Connect Insurers to confirm.

Editing Insurers

If you need to make changes to an insurer's information, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurer section.
5. Locate the specific insurer you want to edit by clicking on its Name.
6. Update the necessary details, such as the insurer's name and address, and set the payable recipient.
7. Click Save to save the changes.

Disabling Insurers

Disabling an insurer is useful when you want to temporarily remove them as an option for billing. Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurer section.
5. Locate the specific insurer you want to disable and click on the Three Dots.
6. Click Disable.

Enabling Insurers

If you’ve previously disabled an insurer and want to enable it, Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurer section.
5. Locate the specific insurer you want to enable and click on click on the Three Dots.
6. Click Enable.

Deleting Insurers

Deleting an insurer should be done cautiously, as it permanently removes them from your clinic's options. If you're sure you want to delete an insurer, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurer section.
5. Locate the specific insurer you want to delete and click on the Three Dots.
6. Click Delete.
7. In the prompt, toggle the switch and click Yes, Delete to confirm deletion.

Important Note: Deleting an insurer will permanently remove them from your clinic's options, and you can only delete insurers not associated with policies or transactions. Make sure to communicate any changes to your team members to avoid any disruptions.

Adding Claim Information (USA only)

When you use direct billing through Noterro, you must add specific claim information for CMS-1500 forms or EDI files.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurer section.
5. Locate the specific insurer you want to edit and click on the Three Dots.
6. Click Edit.
7. Scroll down to the bottom of the slideout.
8. Select the Coverage Type and add in the Payer Identification Number.
9. Click Save.

If you have any questions or need further assistance, our support team is always here to help.