To perform this configuration, you must have the appropriate system permissions as a Biller. Once you have the required permission, go to Accounting > Insurance Billing (Internal).
Inside the Billing and Claims section, on the right side of the screen, you will find the Settings option. Click on it and select Payer Mapping.
Once inside, the window to add a mapping will appear. Go to New Mapping and fill in the following fields:
- From Payer
- To Payer
- Transaction / Action Type, where you will select the type of action that the mapping will execute in the system
- CPT Code
After completing all fields, click Save to store the changes.
If the company does not have the Insurance Billing (Internal) section, go to Patients > Insurance Providers to add the eligibility mapping.
Inside this section, on the right side of the screen, you will find the Payer Mapping option. Click it, and a window will open where you must select New Mapping and complete the corresponding fields.