Managing Insurers

As an Admin of Noterro, you play a crucial role in managing insurers to ensure smooth billing and payment processes for your clinic. Noterro provides comprehensive tools to add, edit, disable, and delete insurers. Let's explore each of these actions in detail.

Add Insurers

To add insurers that your clinic works with, simply click the Add New button. Clicking the Add New button gives you two options: adding Bulk Insurers (from a pre-populated list) or creating a Custom Insurer. This functionality is available for both American and Canadian clinics and ensures that your insurer records remain up-to-date directly within Noterro.

Adding Predefined Bulk Insurers (Canada Only)

Canadian clinics have the convenience of adding insurers from a pre-existing list. Just follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurer section.
5. Navigate to the Insurer section and click the Add New button.
6. Select Bulk Insurer from the dropdown menu.
7. Locate your insurers using any of the following methods:
   • Search Bar: Type the insurer's name to find them instantly.
   • Pagination: Change the number of insurers shown per page, view all at once, or flip through the pages.
   • Sorting: Sort the list alphabetically for easier browsing.
8. Tick the checkbox next to each insurer you want to add.
9. Once you have selected all your insurers, click the Add Insurer button to save your changes.

Important Note: If an insurer doesn't appear in the bulk list, you can always go back and select Custom Insurer to manually enter their details. 

Adding a Custom Insurer

If an insurer isn't available in our bulk list, you can manually create a custom entry with their specific contact and routing details.

1. Navigate to the Insurer section and click the Add New button.
2. Select Custom Insurer from the dropdown menu.
3. Fill out the required details:
   • Insurer Name: Enter the official name of the insurance provider.
   • Insurance Details: Input the insurer's physical address.
   • Insurance Info: Enter their Portal URL, phone number, and select the Default Payable To option from the dropdown menu (Clinic, Provider, Insured Member, Patient, or Adjudicator/Guarantor).
   • Map the Insurer (TELUS eClaims): To ensure your claims process correctly, map this custom insurer to its TELUS eClaims counterpart by selecting the appropriate option from the dropdown menu.
4. Click the Save button to complete the setup.

Important Note: Correctly mapping your insurer to TELUS eClaims is crucial for Canadian clinics to prevent connection errors and ensure seamless claim submission.

Filtering Your Insurers

To easily manage your list, you can filter your insurers by their current status.

1. Click the Funnel icon located at the top of your insurer list.

2. Select your preferred view from the options:

   • Enabled: Shows only your active insurers.

   • Disabled: Shows only the insurers you have deactivated.

   • All: Displays your entire list of insurers.

Editing Insurers

If you need to make changes to an insurer's information, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurer section.
5. Locate the specific insurer you want to edit by clicking on its Name.
6. Update the necessary details, such as the insurer's name and address, and set the payable recipient.
7. Click Save to save the changes.

Disabling Insurers

Disabling an insurer is useful when you want to temporarily remove them as an option for billing. Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurer section.
5. Locate the specific insurer you want to disable and click on the Three Dots.
6. Click Disable.

Enabling Insurers

If you’ve previously disabled an insurer and want to enable it, here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurer section.
5. Locate the specific insurer you want to enable and click on the Three Dots.
6. Click Enable.

Deleting Insurers

Deleting an insurer should be done cautiously, as it permanently removes them from your clinic's options. If you're sure you want to delete an insurer, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurer section.
5. Locate the specific insurer you want to delete and click on the Three Dots.
6. Click Delete.
7. In the prompt, toggle the switch and click Yes, Delete to confirm deletion.

Important Note: Deleting an insurer will permanently remove them from your clinic's options, and you can only delete insurers not associated with policies or transactions. Make sure to communicate any changes to your team members to avoid any disruptions.

Adding Claim Information (USA only)

When you use direct billing through Noterro, you must add specific claim information for CMS-1500 forms or EDI files.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurer section.
5. Locate the specific insurer you want to edit and click on the Three Dots.
6. Click Edit.
7. Scroll down to the bottom of the slideout.
8. Select the Coverage Type and add the Payer Identification Number.
9. Check Request Acknowledgement if applicable.*
10. Click Save.

If you have any questions or need further assistance, our support team is always here to help.

*Request Acknowledgement: ISA-14: This is hardly ever used part. It should not be confused with the 997 acknowledgement document. This is the acknowledgement request indicator for the TA1 transaction. It is used mainly for reporting the status of processing a received interchange header and trailer or the non-delivery by a network provider. Usually, this will be set to ‘0’ value. However, some payers send these back as part of their acknowledgement process. The payer's companion guide will indicate if the TA1 is being used or not.