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Self-Service Enrollments: Insurance Companies

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Updated: 09/30/2025 | Views: 21

Insurance companies represent an insurance carrier or network (e.g., Blue Cross Blue Shield, Cigna, Medicare). Once an Insurance Company record is created, you can add insurance plans and enroll for available electronic services to submit claims, check patient eligibility, and receive electronic remittance advices (ERAs).

Note: For assisted enrollments customers, review Insurance Companies.

You always begin with finding the insurance company before adding, editing, or deleting an insurance company.

Find Insurance Company

  • Click Settings > Insurance > Insurance Companies. The Insurance Companies window also known as the Insurance Company dashboard displays.
    icon_tip.png Tip: When there are numerous insurance companies, use the Search insurance box to find an insurance company by name or payer ID and select it from the search results or select to show all search results to narrow down the list.
 Desktop_Settings_InsuranceCompanies.png

Add Insurance Company

  1. To prevent duplication, verify the insurance company is not in the system then click + Add Insurance on the upper right of the window. The Most Commonly Requested tab of the Add Insurance pop-up window opens by default.
  2. Add an insurance company by selecting from the list of common insurances in the state (where the practice is located) and/or click the Search Other tab to manually look for an insurance.
    • Most Commonly Requested: Use the scroll bar to navigate up and down the list then click + or anywhere on the line item to add the insurance company to the Selected Insurances list.
    • Search Other: Enter the Insurance Name or ID number and select it from the auto-populated results list. Then, click Add to add the insurance company to the Selected Insurances list. If necessary, filter by Type, Clearinghouse or State.
 Desktop_InsuranceCompanies_MostCommon.png
  1. Review the Selected Insurances list and verify the correct insurance companies were added.
    Note: A payer that displays with an orange icon is either a duplicate in the list or is an existing insurance company in the practice.
    • To remove an insurance company from the list, click X.
  2. Click Save. The Insurance Company dashboard returns and the selected insurance companies display in the list of insurances. Once all insurance companies have been added, review the TriZetto Enrollment Portal Guide to learn about available EDI services and enrollment.

icon_warning.png Important Note: To ensure proper claim submission, configure each insurance company's settings.

 Desktop_InsuranceCompanies_Save.png

Edit Insurance Company

  1. Find the insurance company and click the name to open. The General tab of the Edit Insurance Company window opens by default.
 Desktop_SSE_InsuranceCompanies_Select.png
  1. Make the necessary changes to the General, Paper Claims, Electronic Claims, or Practice Settings information.
  2. Click Save.
 Desktop_InsuranceCompanies_Edit.png

Delete Insurance Company

  1. Find the insurance company and click the name to open. The General tab of the Edit Insurance Company window opens by default.
 Desktop_SSE_InsuranceCompanies_Select.png
  1. Click Delete. The confirmation pop-up appears.
  2. Click Yes to confirm the deletion. The insurance company is deleted.
    Note: Only insurance companies with no other records associated, such as an encounter, can be deleted.
 Desktop_InsuranceCompanies_Delete.png