Payers Tab

Payers Tab

What is the Payers Tab?

The Payers Tab is a section within the Referral Details  screen that allows you to organize and manage a person's health insurance information as well as submit Eligibility Verification Requests if your subscription allows.

Active Payers

At the center of a screen is a list of the person's active payers. Supportable defines an active payer as a medical insurance provider that a given person is currently subscribed to and is able to use to pay for various medical services.

Payers can be placed on this list in two different ways:

  1. By clicking the + Add a New Payer link.
  2. By selecting one of the Payers from the Payers Found on This Referral and processing it into the person's record.
To the right of each list item, click on the Action Elipsis to open a menu and select from a few different items:
View/Edit Payer Information: This allows you to open up an editor to view and modify information related to the payer.
A red asterisk (*) indicates that a field may be required to successfully submit eligibilty. This DOES NOT indicate a requirement to save the Payer.
Designate/Dismiss as Primary Payer: Allows you to denote whether or not a Payer is the person's primary payer. A person can only have one primary payer.
View/Submit Eligibility: Allows you—Payer depending—to submit eligibility using Supportable's integration with Availity.
Remove from Person's Payers: Places the given Payer into an Inactive status. Inactive Payers can be found and made active again by changing the Status menu in the upper-right hand corner of the window.

Add a New Payer

To add a new Payer, simply click the + Add a New Payer link at the bottom of the list of active payers. A new window will open, allowing you to enter information applicable to the person.

Note: A red asterisk (*) indicates that a field may be required to successfully submit eligibilty. This DOES NOT indicate a requirement to save the Payer.
Click the Add Payer once the desired information is entered.

View/Submit Eligibility

Through Supportable's integration with Availity, you can submit eligibility directly from Supportable. To do this:

  1. Click the Quick Action Button to the right of a given Payer on the list of active Payers.
  2. Click View/Submit Eligibility to open and view Previous Eligibility Runs associated with the Payer. You can click any View Full Response Button to see a detailed report of a given Eligibility Request.
  3. Click the Submit Eligibility Button to open a mostly pre-filled form. Any applicable information from the Payer will be filled. You just have to select the appropriate NPI, Service Type, Tax ID, etc.
    4. Note: The options available withing these dropdowns were set up during your account's onboarding process. If these need to be updated in any way, an admin user can submit a ticket for it.
  4. Click the Submit Eligibility Button.
    5. Alert: Depending on the Payer and it's ability to respond, you may be required to check back and attempt again for a response.
Upon successful response, an item will appear on the Previous Eligibility Runs. You can view the full response by clicking the corresponding button. A high-level summary of that response will appear on the list of active payers as well.

Payers Found on This Referral

If the Referral at hand was submitted externally from the Referral Form, the Referent may have provided Payer information. That information lands in this section so that you or any user with access may process it into the Person's record. To do so:

  1. Click the Plus Button to the right of the Payer list item.
  2. Examine/update the information as needed.
  3. Click the Add Payer Button.

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