How Do I Update Stored Company Information on a Claim Form?

If you need to update stored claim information in Service Center, follow these simple steps:

Update Stored Claim Information:

  1. Go to Service Center: Manage Claims: Submit Claims
    • Hover over the type of claim you’re going to upload or create (e.g., Professional CMS-1500 claim).
    • Click on the "Start with Stored Data" option.
  2. Edit Stored Information
    • Click on the Stored Information type you wish to update (Payer, Patient, Billing Provider, Rendering Provider, Facility or Stored Templates).
    • Locate the specific record you wish to update and click the Edit icon (pencil) next to it then make your updates.
  3. Save Your Changes
    • Once you’ve updated the record, click Save to save your changes.