Based on a review of the provider’s application and or the facilities contractual agreements with specific payers, the specialist will perform the following steps to ensure that all applicable Payer addresses required for the provider have been added or updated in the EPR's Master Table Maintenance section.

1. From the main menu select “Master Table Maintenance” from the drop-down menu.
   
   

2. Select “Payor"  from the second drop-down menu.

3. The "Payor Search" page is displayed.
   

4. Enter the search criteria and select thebutton to display the "Payor Search Results" page.

5. If the payor required for the provider is listed on the "Payor Search Results" page then select the button the search for the next payer required for the provider.

Add New Payor

1. If the payor is not listed then select the button to open the "Payor Data" page and enter the following information:
   
   
   

2. Enter the name of the payor in the "Payor Name" field.

3. In the "Area of Operation" section of the page select the state the payor is associated with.

4. Enter the applicable regions of the state.

5. Enter the applicable counties for the state.

6. In the "Location" section of the page enter the address information for the payer.

7. Using the vertical scroll bar, scroll down to the "Application Form" section of the page and enter all applicable information.

8. Continuing to scroll down, go to the "Provider Relations" section of the page and enter all applicable information.

9. Continuing to scroll down, go to the "Credentialing" section of the page and enter all applicable information.

10. Continuing to scroll down, go to the "Claim Status" section of the page and enter all applicable information.

11. Continue to scroll down and go to the "Billing" section of the page and enter all applicable information.

12. Scroll to the final "Notes" section and enter all applicable notes.

13. Select the button at the bottom of the page to save the payer information and return to the main "Payer Data" page.

14. Repeat the steps above for all payers required for the new provider.
     

Edit Payor Details

1. To view the detail of an existing payer address select the link next to the "Payer ID" on the search results page. The "Payor Details" page is displayed.  

2. Select an action from the drop-down menu. To edit the Payor's information, select "Edit" then click the Enter button.
   
    

3. The "Payor Data" page is displayed.
   

4. Make the necessary changes and click the Enter button to save them.

Add and New SubPayor

1. From the "Payor/Sub Payor Details" drop-down select "New SubPayor".
   
   
    

2. Select the button to open the "Add Payor SubID" page.

3. Enter the payor information and select the Enter key.

Payor Products

Edit

1. From the "Payor Products" drop-down select "Edit" then select the button to open the "Edit Product" page.   

2. Select a product by clicking the radial button then click the Edit button.

3. Make the necessary changes then click the Update button to save them.

Add

1. From the "Payor Products" drop-down select "Add" then select the button to open the "Add Product" page.  Enter the product information in the fields then click the Add button to save.

Delete

1. From the "Payor Products" drop-down select "Delete" then select the button to open the page as shown below. Click the radial button to the left of the plan to delete and click the Delete button.