From the an existing provider setup screen:
Click on the New Credential button.
The Payer search screen will be displayed.
Search for the payer for the new credential using the available search criteria. The payer searched for should be the one that has assigned the group and/or individual provider number to the practice and/or the provider. In the example below, the payer that was searched for is Medicare.
Select the checkbox under the column labeled with an 'S' to select the payer.
NOTE: If multiple payers are listed with the same payer name, select the checkbox next to each payer with the same name.
Click on the Provider Update button. The Provider Update Information window will be displayed.
Update - Check this checkbox to select one or more of the fields to update.
Participating - Select the checkbox under the Field Value column to indicate that the provider is a participating provider with the selected payer.
Pin/Group - Enter in the payer assigned pin and/or group number for the selected payer.
If only a group number was assigned by the payer, enter "/" and then the group number. The format would look something like this example:
If only a provider pin number was assigned by the payer, enter in only the pin number. The format would look something like this example:
If a group number and a provider pin number was assigned by the payer, enter in the pin number followed by "/" followed by the group number. The format would look something like this example:
Update Existing Payer's information - Check this checkbox only if a credential for this payer has previously been created and the information entered should be updated to the existing credential also.
- Select this button to save the changes on the Provider Update Information window. The Provider Update Information window will be closed and the Provider Setup screen will be displayed again, including the new credential(s) that was added.
- Select this button to cancel the changes on the Provider Update Information screen. The provider update information screen will be closed.
- Select this button to save the changes on the Provider Update Information window. The Provider Update Information window will close and the Payer Search screen results will be updated with the newly saved information.
Once the credential is saved, the newly created credential will be displayed on the provider setup screen.
The value that is displayed under the Paper Pin/Group column for the credential is the values that will be sent on a paper claim for the payer. To verify the pin/group that has been setup for electronic claims:
Double-click anywhere on the credential line to open up the electronic credential setup screen. For instructions on using the electronic provider credential screen, go to Electronic Provider Credentials.
For more information on Credential Tracking, go to Creating A New Provider.
Electronic Provider Credentials
Creating A New Provider