How do I update the payer ID in drchrono in bulk?

1. Hover over the "Billing" Tab and choose "Bulk Edit Payer IDs".

    

2. In the "Bulk Edit Payer IDs" section, click on edit corresponding to the payer and enter the "Insurance name or Payer ID" in the New Payer Name. Also, choose whether the insurance is listed in the "Primary, Secondary, Tertiary, DME, Auto Accident or Worker's comp" section (uncheck the rest of the boxes) and click on "Update".

This allows you to update the payer ID in bulk for all the patients.

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