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

As an Admin of Noterro, you have the responsibility of managing insurers to ensure smooth billing and payment processes for your clinic. Noterro provides you with the necessary 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 an important step 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 from the menu that appears.
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 (Canadian clinics 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 from the menu that appears.
4. Scroll to the Insurer section
5. Click on Add New.
6. Click on Select Insurers.
7. On the menu that appears, toggle on the switch on the following Insurers you wish to add.
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 from the menu that appears.
4. Scroll to the Insurer section
5. Locate the specific insurer you want to edit and click 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 from the menu that appears.
4. Scroll to the Insurer section.
5. Locate the specific insurer you want to disable and click on the Three Dot dropdown menu to the right of the name.
6. In the menu that appears, 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 from the menu that appears.
4. Scroll to the Insurer section.
5. Locate the specific insurer you want to enable and click on click on the Three Dot dropdown menu to the right of the name.
6. In the menu that appears, click Enable.

Deleting Insurers

Deleting an insurer should be done with caution, as it permanently removes them from your clinic's options. If you're certain 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 from the menu that appears.
4. Scroll to the Insurer section.
5. Locate the specific insurer you want to delete and click on the Three Dot dropdown menu to the right of the name.
6. In the menu that appears, click on the Delete.
7. In the prompt that appears, toggle the switch and then click Yes, Delete to confirm deletion.

Please note that deleting an insurer will permanently remove them from your clinic's options, and you will only be able to delete insurers that are not associated with policies or transactions. Make sure to communicate any changes to your team members to avoid any disruptions.

Adding Claim Information (USA clinics only)

You will need to add specific claim information for CMS-1500 forms or EDI files when you use direct billing through Noterro.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance from the menu that appears.
4. Scroll to the Insurer section.
5. Locate the specific insurer you want to delete and click on the Three Dot dropdown menu to the right of the name.
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.

By effectively managing insurers in Noterro, you can ensure accurate billing and smooth payment processes for your clinic. If you have any questions or need further assistance, our support team is always here to help.