Insurance
The Insurance tab under Edit Practice links accepted payers to providers for this clinic, with effective date and in-network / out-of-network direction. Providers should exist first. This is practice-wide (no location dropdown). It is separate from the global Insurance Providers directory under Administration.
Edit Practice
Manage the insurance providers your practice accepts
No insurances added yet
Edit Practice
Manage the insurance providers your practice accepts
Add Practice Insurance
Network Status
Insurance Tab
Open Edit Practice → Insurance to see payers grouped with their linked providers, network status, and dates.
Add Payer and Providers
Add → search payer (minimum characters required, often 3) → multi-select providers → set Effective Date → choose In network or Out of network → Add. The table groups by payer.
Network Status and “Varies”
Direction is in_network or out_network per link. When providers under the same payer have different network/date values, the UI may show Varies—edit the group or individual links for accuracy.
Edit and Delete
Edit updates the payer–provider group. Delete removes provider links for that payer for this practice—confirm before removing live eligibility/billing relationships.
Prerequisites
Add Providers under Users first. Without providers, you cannot attach them to payers. Patient eligibility and billing workflows rely on these practice insurance links.
Who Can Manage Insurance
Super Admins always can. Others need insurance management permissions under Practice Management.