Create a Paper Payer

There are three ways to create a Paper Payer in Avea:

1. You can create the paper payer when building the prospective or admitted treatment episode.
2. You can create the paper payer when adding an insurance policy to the patient's treatment episode if the payer is not already available.
3. You can add the paper payer directly to the Payers tab in Practice Admin. 

When creating a Treatment Episode

If you cannot locate the patient's payer when creating the treatment episode, you can add a new paper payer to the practice on the fly. 

1. From the Add Insurance section of the modal, select the New Paper Payer radio button.
2. Fill out the following details:
   

   Payer’s Name Payer-assigned Provider ID: This optional field is the unique identifier the payer has assigned to the provider. Allow Multi-year Claims: Check this box to allow claims to be created that contain treatments for more than one year (e.g., services provided in December and January) for this payer. Alternatively, if the payer requires treatments to be split out by year, leave this toggled off. This will create individual claims for those treatments by year.  Parent Payer (If applicable) Address Supports Institutional Claims: Options include No, Yes, or Yes (with Enrollment). Supports Professional Claims: Options include No, Yes, or Yes (with Enrollment).

3. Click Next: Add Policy Info to continue. Click here for full instructions. 

From the existing Treatment Episode

If you cannot locate the patient's payer when creating the Insurance Set, you can add a new payer to the practice on the fly with the following instructions. 

1. When you cannot locate the payer from the Select Payer dialog box, click the Add New Payer link.
   
2. The system will prompt you to Import an Electronic Payer. Click Add Payer for Paper Claims to continue adding a paper payer.
   
3. Fill out the following details:
   

   Payer’s Name Payer-assigned Provider ID: This optional field is the unique identifier the payer has assigned to the provider. Allow Multi-year Claims: Check this box to allow claims to be created that contain treatments for more than one year (e.g., services provided in December and January) for this payer. Alternatively, if the payer requires treatments to be split out by year, leave this toggled off. This will create individual claims for those treatments by year.  Parent Payer (If applicable) Address Supports Institutional Claims: Options include No, Yes, or Yes (with Enrollment). Supports Professional Claims: Options include No, Yes, or Yes (with Enrollment).

4. Click Add Paper Payer.
5. Complete the payer and policyholder information following these instructions.

Practice Admin

Let's review how to add a paper payer in the Practice Admin. Important: Only Admins can access this tab. For non-Admin users, please either contact the account admin or add the payer from the patient level.

1. Navigate to Practice Admin > Payers.
2. Click Create Paper Payer.
3. Fill out the following details:
   

   Payer’s Name Payer-assigned Provider ID: This optional field is the unique identifier the payer has assigned to the provider. Allow Multi-year Claims: Check this box to allow claims to be created that contain treatments for more than one year (e.g., services provided in December and January) for this payer. Alternatively, if the payer requires treatments to be split out by year, leave this toggled off. This will create individual claims for those treatments by year.  Parent Payer (If applicable) Address Supports Institutional Claims: Options include No, Yes, or Yes (with Enrollment). Supports Professional Claims: Options include No, Yes, or Yes (with Enrollment).

4. Click Add Paper Payer.
5. The payer now can be used when building insurance sets on the patient treatment episode.