How to Update Patient Insurance Information in Bulk

Edited

   DrChrono allows you to change the payer id on multiple patients at once, saving you the time and effort of going into each individually.  This would be especially helpful if a payer id has changed and you need to update all of your patient records.

   Here's how to do it:

 

1. Hover your cursor on the Billing tab and select Bulk Edit Payer IDs from the drop-down menu.

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2. Click the edit icon on the right corresponding to the payer for which the payer ID need to be changed.

    • This screen will show you a count of how many of your patients have that insurance listed as a primary, a secondary or a tertiary insurance.  DME, Auto Accident and WC information is also listed.  You can see which patients make up that count by clicking on the blue number on the corresponding line.
    • You can also see if any of your patients have insurance information entered, but no payer id is listed.  (See the first 3 lines in the image below.  The payer id field on the left is blank, meaning that there is no payer id in these patient charts)

 

3. Type the new payer's name in the top field, and select the correct payer from the options given.

 

4. Click update for the changes to be saved.  The system will automatically update all of individual patient charts with the information you entered.

 

**Pro Tip**   You can also use this feature to update the names of the payers so they are identical across your entire patient base.  Having the exact name will consolidate the financial information in your Accounts Receivable page and reports. 

    • For example, if in your charts one patient has "Aetna" listed and another has "Aetna PPO", they will be listed as 2 separate lines in your Accounts Receivable screen.  If you updated them so they both say "Aetna" (since they are submitted to the same payer id), they will show as 1 entry on your Accounts Receivable. Having the outstanding balances consolidated assists in identifying trends with a particular payer and helps you identify any issues quickly.

 

 

 

 

 

 

 

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