Overview
The Third Party Payers section allows practices to manage information about insurance companies, workers' compensation schemes, and other organizations that may be responsible for paying patient bills. This feature helps streamline the billing process for patients who are not self-paying.
Accessing Third Party Payers
- Navigate to Settings in the top menu
- Click on Third party payers in the left sidebar or from the Settings menu
Third Party Payers List
The main screen displays all configured third-party payer organizations:
- Company name and contact person
- Address and location details
- Phone numbers and contact information
- Website URLs
Each entry provides an Edit button to modify the payer's details.
List Features
- Search: Filter payers by company name using the search bar
- Add Third Party Payer: Create a new payer record
- Rows Per Page: Control how many payers display per page (default is 10)
Adding a New Third Party Payer
To add a new payer, click the "Add Third Party Payer" button. The form includes:
Organization Information
- Company name: Official name of the insurance/payment organization
- Contact name: Primary contact person at the organization
Address Details
- Address: Street address or PO Box
- City/Suburb: Town or suburb location (appears as a separate field)
- State/Territory: State or territory (appears as a separate field)
- Postcode/ZIP: Postal code
Contact Information
- Phone: Main contact number
- Extension: Phone extension (if applicable)
- Fax: Fax number for claim submissions
- Email: Email address for correspondence
- Website: Organization's website URL
Navigation
- Save: Create the new payer record
- Back: Return to the payers list without saving
Editing a Third Party Payer
To edit an existing payer, click the "Edit" button next to the payer's name. The editing form includes:
Basic Information
- Update company name and contact person
- Modify address and location details
- Change contact information and website URL
Actions
- Save changes: Update the payer information
- Delete: Remove the payer from the system
- Back: Return to the payers list without saving changes
Common Third Party Payer Types
The system can accommodate various types of third-party payers:
- Health insurance companies (private)
- Government health programs
- Workers' compensation schemes
- Motor vehicle accident insurance
- Department of Veterans Affairs
- Employment assistance programs
- Disability insurance providers
Using Third Party Payers in Patient Billing
Once configured, third-party payers can be:
- Assigned to patient accounts
- Selected during invoice creation
Best Practices
- Maintain accurate and up-to-date contact information
- Include specific claim submission details in the record
- Use consistent naming conventions for similar organizations
- Regularly review and update payer information
Integration with Patient Records
Third party payers added in this section will be available for selection when:
- Setting up new patient accounts or updating current patients
- Creating invoices for treatment