How to Add, Manage New Insurance Code in Your Billing System

As an Admin of Noterro, you have the responsibility of managing insurance codes to ensure accurate billing and claims processing for your clinic. Noterro provides you with the necessary tools to add, edit, disable, and delete insurance codes. Let's explore each of these actions in detail.

Adding Insurance Codes

Adding a new insurance code 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.
4. Scroll to the Insurance Code section.
5. Click on Add New.
6. Enter the necessary information, such as the type of *code, and the label.
7. You can optionally add a monetary amount and a tax for Billing type codes.
8. Click Save to add the Insurance Code.

Once you add an Insurance Code, you will no longer be able to change its type, so please be sure that you’ve entered the correct Insurance Code type before proceeding.

*There are three types of insurance codes, Billing (CPT), Diagnostic (ICD) and Modifier. CPT, ICD, and Modifiers are typically used in US-based insurance billing.

Adding TELUS Billing Codes (Canadian clinics)

You don't need to add TELUS billing codes directly, instead they will be automatically added when you configure TELUS insurance in Noterro. You can view TELUS billing codes by following the steps.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance from the menu.
4. Scroll to the Insurance Code section.
5. TELUS billing codes will be labelled.

Editing Insurance Codes

If you need to make changes to an insurance code, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance from the menu.
4. Scroll to the Insurance Code section.
5. Locate the specific insurance code you want to edit and click on its name.
6. Update the necessary details, such as the code or label.
7. Optionally update the monetary amount and tax for Billing type Insurance Codes.
8. Click Save.

Disabling Insurance Codes

Disabling an insurance code is useful when you want to temporarily remove it 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.
4. Scroll to the Insurance Code section.
5. Locate the specific Insurance Code you want to disable and click on the three dot drop-down menu to the right of the name.
6. In the menu that appears, click Disable.

Enabling Insurance Codes

If you’ve previously disabled an Insurance Code 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.
4. Scroll to the Insurance Code section.
5. Locate the specific Insurance Code you want to enable and click on the three dot drop-down menu to the right of the name.
6. In the menu that appears, click Enable.

Deleting Insurance Codes

Deleting an insurance code should be done with caution, as it permanently removes it from your clinic's options. If you're certain you want to delete an insurance code, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance from the menu.
4. Scroll to the Insurance Code section.
5. Locate the specific Insurance Code you want to delete and click on the three dot drop-down menu to the right of the name.
6. In the menu that appears, click Delete.
7. .In the prompt that appears, click Yes, Delete to confirm deletion.

Please note that deleting an insurance code will permanently remove it from your clinic's options. Make sure to communicate any changes to your team members to avoid any disruptions.

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