The initial list of insurers is populated by ClaimMD. However, a user can manually add additional insurers at any time.
Q: Can I add an insurer that does not process electronic claims?
A: Yes you can manually add any insurer. If it does not process electronically, the claim will need to be submitted by printing the HCFA and using manual submission.
If setting the coverage type via FHIR API it will also need to be set within the Admin Page to be displayed in the UI.
Navigate to the triple line menu located on the top left-hand side of the Schedule View.
Select Settings.
Locate and select Insurers under the Quality & Revenue heading.
NOTE: Use Control+F (Windows) or Command + F (Mac) to easily search all text on the page.
Navigate to the top right of the Insurer Admin page.
Select Add Insurer +
Fill out the information for the Insurer.
NOTE: Any category that is in bold must be filled out such as the Payer ID and Name. The rest of the fields are OK to leave as is. These fields help the clearinghouse to communicate to Canvas how to interact with the payer.
Click Save once complete.
Navigate to the triple line menu located on the top left-hand side of the Schedule View.
Select Settings.
Locate and select Insurers under the Quality & Revenue heading.
Type in any part of the insurer's name or payer ID in the search bar.
Click Search.
Click on the desired Insurer name to open the Change Insurer page.
Change Name and/or other details of the payer as needed.
Click the Save button located in the bottom right corner of the page when all changes have been made.
NOTE: Changes may impact claim processing through the Canvas clearinghouse
Navigate to the triple line menu located on the top left-hand side of the Schedule View.
Select Settings.
Locate and Select Payer Addresses under the Quality & Revenue heading.
Search for the desired payer in the Search Box.
Select payer to edit.
Edit the address fields as needed.
Leave State as Active
Click SAVE and the updated address will now be available as an address when entering the coverage in the patient's chart.
Navigate to the triple line menu located on the top left-hand side of the Schedule View
Select Settings.
Locate and Select Payer Addresses under the Quality & Revenue heading.
Click on ADD PAYER ADDRESS in the top-right corner to add a new address for the payer.
Complete the following fields:
Address on line 1 and line 2
City
State code
Postal code
Country
Leave State as Active
Select the Payer from the drop-down menu in the Transactor field.
Click SAVE and this new address will now be available as an address when entering the coverage in the patient's chart.
Navigate to the triple line menu located on the top left-hand side of the Schedule View
Select Settings.
Locate and select Insurers under the Quality & Revenue heading.
Type in any part of the insurer's name or payer ID in the search bar.
Click Search.
Click on the desired Insurer name to open the Change Insurer page.
Scroll to find and unselect Active
Click SAVE.