How To: Add a Payer

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In order to make full use of TherapyNotes' robust billing features, each of the payers you bill to, regardless of frequency or whether you are in- or out-of-network, should be added to your account.

TherapyNotes and our clearinghouse, Change Healthcare, support claim submission to over 2,000 payers nationwide. With this partnership, we work to make billing for your services as simple and efficient as possible. Our collaborative relationship with Change Healthcare allows you to easily submit electronic insurance claims to any payer, whether you are in- or out-of-network, and quickly receive payment for your services.

Role Required: Practice Biller

To add a payer:

  • Click Payers > Create New Payer
  • Enter the payer's information in the Payer Information box

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(A) Ins. Provider Name: Begin typing the insurance provider's name to see a list of exact or similar payer matches. Click on the payer in the list to automatically populate the Payer ID as well as information regarding the Clearinghouse EDI Enrollment Status for the payer.

(B) Network: Select the Network checkbox to indicate that you are in-network with the payer.

(C) Address, Phone Number, Fax Number: Generally, when submitting claims electronically, this information is not necessary. However, address information is required when submitting paper claims.

(D) Clearinghouse EDI Enrollment Status: Once an Ins. Provider Name and Payer ID have been entered, the Clearinghouse EDI Enrollment Status section will show whether the payer supports electronic (EDI) claims and electronic remittance advice (ERA). Most payers in TherapyNotes do not require enrollment to submit electronic claims, and several payers do no require enrollment to receive ERAs. For payers that do require enrollment, begin your enrollment by selecting the Begin EDI Claims Enrollment and Begin ERA Enrollment checkboxes. To learn more about enrollments, reference Electronic (EDI) Claims Enrollment and Electronic Remittance Advice (ERA) Enrollment.

Note: Enrollmment is not the same as credentialing or becoming paneled with an insurance company. EDI and ERA enrollment connects your TherapyNotes account with the clearinghouse and your payers, allowing you to submit claims and receive ERAs in the system.

  • Click the Save New Payer (or Save New Payer and Enroll) button

Once you have added a payer to TherapyNotes, assign any clients to this payer as appropriate by managing each client's billing settings.

Payers Supported by Clearinghouse

Change Healthcare provides a full list of supported payers who can receive EDI claims and send ERAs through TherapyNotes. To view this list, click Payers and click Payers Supported by Clearinghouse in the bottom right corner of the page.

The list of payers supported by our clearinghouse is searchable by Payer Name, ID, Model (such as Commercial, Medicare, etc.), State, and/or Claims Accepted. Payers that have not already been added for your practice can be added from this list by clicking Add to the right of the payer.

For more information, read Payers Supported by Clearinghouse.

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