Adding Insurance Entries in Practice Mate

Follow the steps below to add an insurance entry to your Insurance List.

Before We Begin:

Adding insurance upfront prevents manual re-entry later when checking eligibility, submitting claims, or creating patient visits saving time and reduction errors.

Steps to Add an Insurance Entry in Practice Mate:

1. Navigate to the Insurance List
   
   • Once logged into Practice Mate, go to the Manage Office tab on the top right.
   • From the menu on the left, select Insurances under the List Maintenance section.
2. Add New Insurance Entry
   
   • Click Add New then use the Browse button to search for a Payer by Payer Name or Payer ID.
   • Click Select next to the desired insurance.
   • If Payer Not Found it may mean the payer isn’t currently supported for electronic transactions through Office Ally.
   • You can still add the Payer by filling out the required fields marked with a red asterisk (*).
   • At minimum, include the Insurance Name and either the Payer ID or the payer’s complete address for the entry to be accepted.
3. Save Your Entry
   
   • Click Update to save the insurance to your list.
   • After clicking Update, the insurance will be added to your list. You can confirm by checking that it appears in the Insurance List.

Keeping your Insurance List up to date helps speed up claims, reduce errors, and avoid repetitive data entry in the future.