Adding a New Payer

The Payers page keeps every payer your organization works with in one place, alongside its state, phone number, providers, contacts, and associated groups. Adding a new payer takes just a few fields in the Add payer modal.

Open the Add Payer Modal

1. Select Payers in the left sidebar.
2. Click the Add payer button. The modal opens with the prompt Select a payer from the catalog or add a custom payer.

Select Your Payer

Start in the Payer selection section of the modal.

1. Choose a state from the State dropdown. For payers that aren't tied to a single state, select Nationwide.
2. Pick your payer from the catalog list for that state.

Don't see the payer you need? You can add a custom payer from the same Payer selection section instead. Follow the demonstration below to add a custom payer:

Enter Business Information

In the Business Information section, record how your team reaches this payer:

• Phone: the number your team calls for enrollment questions.
• Fax: many payers still accept enrollment paperwork by fax.
• Email: the payer's enrollment or provider-relations contact address.

Add a Business Address (Optional)

The Business Address section is optional. If you have a mailing address on file for the payer, enter the street, city, state, and ZIP so it's available wherever the payer is referenced.

Confirm Your New Payer

Once you complete the modal, the payer appears in your Payers table with its state, phone, and counts for providers, contacts, and associated groups. You can now select it when managing payer enrollments for your providers.