How to Map Insurance Plans from Your Practice Management Software and Set Up Writeback
Note: The Grow Package is required for this feature.
If you plan to use our Insurance Verification feature, follow these steps to ensure proper setup:
1. Access Settings:
Click the Settings icon at the top right of the Practice by Numbers (PbN) interface.
Navigate to the Insurance Verification section.
2. Enter Required Information:
At the top of the page, enter the leading provider's NPI number. Ensure you use the provider NPI and not the facility NPI.
Enter the practice's Tax ID to the right, as it is necessary for some insurance verifications.
3. Map Insurance Plans:
In the left column, you will see a list of the insurance plans from your Practice Management Software.
Use the dropdown menu in the middle column to match each plan with the corresponding plan in the Verification Service.
In the right column, select your office's known network status with the benefits company.
4. Request Missing Plans:
If no matching plan is available, let us know so we can request that plan. Note that some plans may not share any information.