How to Add Insurance Providers
- Joseph Hernandez
- Heather Nguyen
Prerequisites:
User has the permission “Access to Manage Insurance Providers”
How to Add Insurance Providers:
Go to Left Panel → Billing → Insurance Providers
Once in the Insurance Providers screen click on the New Insurance button in the upper right hand corner
Then, you will see this pop-up:
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.
Include Present on Admission Indicator if selected will show a Y next to the Diagnosis on a UB04
( The purple question marks allow you to hover your cursor over and it will provide an explanation to the option)
No Insurance only applies to Self Pay and Scholarships
Include Discharge info if selected applies the information in Box 16 and 17 upon discharge
Type of Bill Inpatient and Outpatient will be applied in your UB04 based on the First Middle and Last example: 112 (Inpatient First) 113 (Inpatient Middle) etc. Then click Add
At the bottom of this form there is a section called COLLECTORS -
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 *
If you are checking on the insurance providers to make sure information is correct just select the name of the insurance written in Blue:
It will pull up their information, please note any changes made will reflect the day and time made along with the user who made those changes: