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User has the permission “Access to Manage Insurance Providers”
How to Add Insurance Providers:
Go to Left Panel → Billing
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→ Insurance Providers
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Once in the Insurance Providers screen click on the New Insurance button in the upper right hand corner
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Then, you will see
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this pop-up:
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At the bare minimum to create an Insurance Provider in Sunwave, the Name and Nickname are required. This is ONLY IF you do NOT bill out of Sunwave.
If you DO bill out of Sunwave,
Add in the Name of the Insurance company (this will be on the claim form)
then add a Nickname (this will be in your insurance provider dropdown)
Payer ID (if sending paper only, type PAPER)
Phone and Email are not required,
Address 1 City State Zip are required fields.
Please be sure to add your Max Amount (125 means 1 item per claim form) otherwise based on your max amount it will separate the claim off once it reaches its max.
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At the bottom of this form there is a section called COLLECTORS -
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When you select the + it opens a popup box where you can add a collector to Insurance Name (on Claim form) insurance provider - Not a requirement *
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