If you need to update payer IDs for multiple patients, DrChrono has a way to do this in bulk instead of having to go into every single patient account to make the update.
A potential reason why you might need to do this would include changing clearinghouses where the payer IDs might be different.
- To access the option: Navigate to Billing > Bulk Edit Payer IDs.
- You can utilize the feature to update the actual payer id or the payer name listed.
- You would just need to press edit on the right of the row you want to update.
- The edit screen will allow you to update the payer ID and/or payer name.
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- Red arrow - You will search here for your new payer ID, and select from the drop-down
- Green arrow - This will show the new payer ID you selected above
- Purple arrow - Press Update after the payer name/ID fields are entered. This will trigger the system to update all of the patient's records to the values entered.
