Updating patient insurance in bulk
If you need to update the payer IDs on your patient charts, you can do so for all patients with a particular insurance at once. You don't have to update them one by one. The Bulk Edit Payer ID feature within DrChrono will make this task quicker and easier.
- Navigate to Billing > Bulk Edit Payer IDs
- Click on Edit
Each insurance that is listed on all of your patient charts will be listed on this screen. On the right, you will find an Edit button that will allow you to change the payer ID for all of your patients with this insurance, all at the same time.
- Red arrow - New Payer Name - You will search here for your new payer ID, and select from the drop-down
- Green arrow - New Payer ID - This shows the new ePS (eProvider Solutions) payer ID you selected above.
- Check the insurances.. section - This is where you will select which insurance you would like to change. To change to ePS (eProvider Solutions), you will want to ensure that all are checked.
- Purple arrow - Update - Once you have updated the payer ID (green arrow), click on Update. The system will update all of the patient records with the payer ID you entered.