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General Claims Questions

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.