Insurance Codes

Admins have the ability to set up insurance codes for proper claim submission and payment posting.

  1. Navigate to Admin > Constants Setup > Insurance Code.

  2. Click New at the bottom of the page.
  3. Enter information into all required fields (as marked by an * asterisk), excluding Ins Code.

  4. Select Save. Your unique Ins Code will auto-populate.

Medicare Advantage/Supplemental Plans

For Medicare Advantage plans, you must select Medicare Advantage as the Insurance Class.

For Medicare Supplemental plans, DO NOT select Medicare Advantage as the Insurance Class.

Edit Insurance Code

To make any changes to an insurance code, submit the information to

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