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1 In some cases, an insurance carrier may require a different Payer ID number based on the facility where the services are performed for your patient. This could be applicable at the carrier level, or may be required at the plan level. The Facility Payer table in PulsePro is used to track and substitute those alternate Payer ID numbers by facility for billing purposes. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 18

2 IMPORTANT Access to the system tables is restricted to administrative users only. Modifications to any system table by unauthorized persons can result in rejected claims, missed payments, and other errors. Information from each system table is used throughout the system. For optimum system operation, ensure that you enter accurate and complete information in all required fields. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 2 of 18

3 To begin, it is assumed that you are logged in the PulsePro application with the appropriate security and permissions to complete this task. Click the Administration group button in the Navigation Pane. Copyright 2012 Pulse Systems, Inc. Page 3 of 18

4 In the Administration group, click the System Tables icon. Copyright 2012 Pulse Systems, Inc. Page 4 of 18

5 The Modules and System Tables window is displayed. Click the Insurance icon. Copyright 2012 Pulse Systems, Inc. Page 5 of 18

6 The Insurance table window is displayed in Find mode with the Insurance tab active by default. Select the insurance plan by entering the carrier s code in the number field and pressing Enter. Copyright 2012 Pulse Systems, Inc. Page 6 of 18

7 Note that the Insurance and Payer IDs for the insurance have been recorded. The selected carrier s information now populates the window. Click the Facility Payer tab to view the plans which have been configured for this carrier. Copyright 2012 Pulse Systems, Inc. Page 7 of 18

8 The Facility Payer tab activates consisting of a list pane and a detail pane. The list pane displays the facility payer identification records for the selected insurance carrier. The details pane is used to view or create new records and appears in new mode by default. To create a new record, complete the fields provided by entering or selecting the appropriate values using the tab key to move to the next field. Copyright 2012 Pulse Systems, Inc. Page 8 of 18

9 You may click the down arrow on the Plans field to select a plan for the carrier; however, a facility payer id typically applies to all plans for the insurance. Therefore, click to select the All Plans checkbox. Copyright 2012 Pulse Systems, Inc. Page 9 of 18

10 Next, select the facility by clicking the Lookup button provided. Copyright 2012 Pulse Systems, Inc. Page 10 of 18

11 The RSDO locations window appears. Click to expand the groups as needed in the tree menu to locate the desired facility. Copyright 2012 Pulse Systems, Inc. Page 11 of 18

12 Click to select the appropriate facility record, and then click the Select button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 12 of 18

13 No script Copyright 2012 Pulse Systems, Inc. Page 13 of 18

14 The Facility field is now populated with the selected location. In the Payer Number field, type the alternate Payer ID required by the insurance. Copyright 2012 Pulse Systems, Inc. Page 14 of 18

15 Finally, type an effective date in the field provided. Copyright 2012 Pulse Systems, Inc. Page 15 of 18

16 Click the Save button to save the record. Copyright 2012 Pulse Systems, Inc. Page 16 of 18

17 A pop up window confirms the record has been saved. Click the OK button to continue. Copyright 2012 Pulse Systems, Inc. Page 17 of 18

18 The created record now appears in the list pane. This alternate payer id will now override the standard electronic payer number for services billed from this facility or this provider. To create additional records, click the New button on the toolbar to refresh the window or, if finished, click the Exit button on the toolbar to return to the PulsePro dashboard. Copyright 2012 Pulse Systems, Inc. Page 18 of 18

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