Payers is where you manage the insurance providers your practice works with. Keep payer details organized and use real-time eligibility checks to verify coverage before appointments.
Insurance payers and eligibility are available on Solo and above (US Stedi integration).
Add a payer
- Open Payers.
- Click Add Payer.
- Fill in:
- Name of the insurance company.
- Payer ID used for electronic submission.
- Default group number if applicable.
- Contact information (phone, fax, address).
- Note any payer-specific requirements (prior authorization, referral required, etc.).
- Click Save.
Manage your list
- View all payers in a searchable list.
- Edit a payer to update contact info or requirements.
- Deactivate payers you no longer work with. Existing claims aren't affected.
- See which clients are linked to each payer.
Eligibility checks
Verify a client's coverage in real time before their appointment:
- Open the client's profile and go to the Insurance tab.
- Click Check Eligibility.
- Stillpoint queries the payer and returns coverage status, plan details, copay, deductible, and any service-specific limits when the payer responds with that data.
Eligibility results are stored on the client profile so you can refer back to the most recent check.
Tips
- Run eligibility checks before first appointments. It's the cheapest way to avoid billing surprises.
- Keep payer contact info current so claim follow-up is fast.
- Note payer-specific documentation requirements on the payer record so they're visible at claim time.
