The master payer list in the Billing and Scheduler products is taken from the Change Healthcare Trading Partner API. This API provides access to the most up-to-date payer details. Billing or office managers will be able to add new payers with the latest information into the system. This change will help prevent potential claim rejections caused due to incorrect payer information.

This implementation will only affect adding payers into the system. The payers already existing in the system, will remain the same. 

Add a new payer

Click on Utilities.


Click on Practice Setup and Insurance Companies

Click + New Payer.

Click on Select from Master Payer List.

Enter a value in any of the following fields:

  • Trading Partner Name: This is the payer name. For example, Aetna.
  • Trading Partner ID: This ID used to identify trading partners and payers in the API
  • Service ID: This is the payer ID.
  • Service Name: Select a value from the drop-down containing the following options:
    • Professional Claims
    • Institutional Claims
    • Dental Claims
    • Eligibility

Click on the Search icon. This will retrieve the latest information for the associated payer using the Trading Partner API.

Select a payer from the returned search results

Click on OK.

The payer data will be populated on the Payer screen

 The following fields cannot be edited:

  • Trading Partner Name(Formerly known as Master Payer Name)
  • Professional Claim(Formerly known as Payer Electronic Id (HCFA Professional))
  • Professional ERA(Formerly known as RealtimeTranEID (HCFA Professional)
  • Institutional Claim(Formerly known as Claim Electronic Id (UBO4 Institutional))
  • Institutional ERA(Formerly known as ERA Electronic Id (UBO4 Institutional))
  • Dental ClaimERA(Formerly known as  Electronic Id (Dental))
  • Dental ERAClaim(Formerly known as Electronic Id (Dental))
  • Eligibility(Formerly known as Eligibility EID)

Enter the required information and click on Save. This saves the payer in our system.

Update a payer

If you have received the following message after the claim scrubbing process is complete: β€œThe payer ID for this claim is no longer valid. Please update the payer before resending the claim electronically. ”, follow the instructions below.

Click Utilities.


Click on Practice Setup and Insurance Companies

Click on the payer that needs to be updated. 

Click Master Payer List.

Enter search criteria to find the most up-to-date payer information.

Click the search icon.

Choose the correct payer from the list.

Click OK.

Click Proceed to update the payer information.

Click Save.

Click Cancel to stop the update from happening. 

Still, need help? Contact us!

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