Navigate Enrollments Dashboard

Navigate Enrollments Dashboard

• Click Settings > Insurance > Insurance Companies. The Insurance Companies window also known as the Enrollments Dashboard opens.
  1. Enroll: Click to enroll for available electronic services with one or more insurance companies.
     • Draft Enrollment: Click to edit, continue, or delete a previously saved but unfinished enrollment request.
  2. + Add Insurance: Click to add one or more insurance companies to the account.
  3. Filter the enrolled insurance(s) view:
     • Enrolled to: Click the drop-down and select Group Enrollments or Providers to view a specific provider.
     • Scope: Click the drop-down and select Show All, All Practices, or Practice Specific.
     • Status: Click the drop-down and select a specific status and relevant type (e.g. All, Claims, Eligibility, ERA).
     • Clear: Click to clear selected filter(s).
  4. Search: Find an insurance company by name, payer ID, or show all results.
  5. Insurance #: The ID number used by the clearinghouse to route electronic claims to the insurance company.
  6. Insurance Name: Alphabetically displays the names of insurance companies added to the account.
  7. Claims, Eligibility, ERAs: Displays the status of electronic services offered by the insurance company.
  8. Track Enrollment: Click the arrow to expand or collapse additional details.
  9. Pagination: Click the arrows to navigate forward or back. Each page displays up to 15 insurance companies.