Add an Insurance Plan to Partner

When a patient or parent brings in a new insurance card, you can update their insurance policies quickly and easily.

However, what if the insurance plan is entirely new to your practice? Maybe it is an existing plan (like BCBS), but it has a new address, copay amount, and payer ID.

Follow the steps below to quickly add a new plan to your PCC system. Insurance plans are maintained in the Partner Table Editor (ted).

Watch a Video: You can learn more about insurance plans, and see an example of adding a new plan to your system, by watching Update Patient Insurance Policies: Billing Office.

Run the Table Editor (ted)

If you have never run ted before, you should ask your system administrator or contact PCC for assistance (800-722-1082, <>).

Choose table #3, “Insurance Companies.”

Locate an Existing Insurance Plan Record to Copy

Find an insurance plan similar to the new one you are adding. Does the address match, or is the copay amount the only difference? Maybe you already have this plan in your table, but it has new information. You can use the PAGE UP and PAGE DOWN keys to scroll through the list, or use the J key to jump to a certain number or name. Locate a good plan to duplicate.

Press C to “Clone” the Existing Insurance Company and Press Enter

Enter the number of the company you wish to clone and pressEnter again.

Enter Address, Payer ID, and Other Insurance Policy Information

You’ll be shown the screen pictured below. Use the information on the back of the insurance card to make any changes to the plan name, address, or phone number. If you have a new “Payor ID” for electronic claim submission, enter it in the appropriate box. You may need to call the “Claims” phone number on the card if the payer ID is not listed.

Change the Copay in the Name and in the "Default copayment" Field: If you are adding an insurance company with a different copay, make sure you change the copay amount listed in the “Insurance Plan Name” field and in the “Default copayment” field. The name is important so you can find the insurance company easily, but Partner will actually charge the amount that is in the “Default Copayment” field.

What About the Other Fields? Is There Anything Else You Should Worry About?

The Insurance Plan table has a lot of information, much of which may not be familiar to you. That’s okay!

If you cloned a similar, existing insurance plan that your practice has billed, then most likely you do not need to adjust the other plan fields on this screen. However, you may benefit from learning more about them.

For example, the Insurance Group field affects some financial reports, the HCFA Batch field adjusts payer-specific claim requirements, and the “Special Information File” modifies coding, pricing and other per-procedure options for claims. You can learn about all of the fields by reading the Insurance Plan Tables reference article.

PCC configures standard settings to meet all of these needs when your practice goes online, and will make adjustments at any time to ensure that your claims go out clean and get paid. Contact your Client Advocate for assistance.

Press F1 – Save and Quit

Press F1 to create and save your new insurance plan. If you make a mistake or change your mind, press F12 instead.

Press F12 to Quit

<> or 1-800-722-1082.

  • Last modified: July 3, 2018