Manage Payer Information in OneSpot
To maximize the benefits of OneSpot, it's essential to enter as much payer-specific information as possible. This data will be displayed in the claim details, allowing for easier management and quicker resolution of aged claims. Below is an outline of the key fields you'll encounter when entering payer information in OneSpot.
Configuring Payer Information
Enter the following details for each payer:
- Name: This field is automatically populated during the Upload Payers process.
- Payer Website: Enter the payer’s website URL.
- Phone & Fax: Enter the payer’s phone and fax number.
- Alternate Phone:
- Payer Type: This field should be updated to reflect whether the payer is primarily a medical or vision payer. Choosing Medical, Vision, or leaving this field blank (Unspecified) allows you to later filter your Aging worklist and reporting by payer type, helping you focus on the right segment of accounts receivable.
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Payer ID: Enter the payer’s identification number.
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Note for RevolutionEHR Users:
- If you are using RevolutionEHR, the payer details (Name, Website, Phone, Fax, Payer ID, and Payer Status) are automatically imported from the RevolutionEHR > Admin > Vendors & Partners > Insurance Companies section. These details cannot be edited directly in OneSpot; instead, they need to be managed within RevolutionEHR. This data in OneSpot will be updated during the nightly sync process. If you need it refreshed sooner, refer to the RevolutionEHR - Create OneSpot Connection documentation for instructions.
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Note for RevolutionEHR Users:
Additional Configuration Options - Scrubbing Module
If you're subscribed to the Scrubbing module, make sure to review the settings below and the related documentation to ensure the payer and its claims are properly configured for scrubbing:
- Map this Payer: Refer to the How to Map Your Payers documentation for more information on configuring this field.
- Include Payer in Scrubbing: This toggle allows you to include or exclude the payer in the Scrubbing process. If you want the payer to be part of the scrubbing process, switch it On. If not, switch it Off. For further details, refer to the Exclude a Payer from the Scrubbing Process documentation.