📝 Overview
The Locations can Add Payers feature in ChiroHD enables individual office locations to add their own third party payers, such as insurance companies and attorneys, directly from their specific locations. This article explains how to configure this setting and outlines the key steps for system administrators and location users.
Purpose of Locations Can Add Payers
ChiroHD requires offices to add their own third party payers. ChiroHD itself does not enter or monitor these payers.
This toggle determines if each location can manage their own location-specific payers or if this remains a centrally controlled function at the system.
Payers added at a location are accessible only at that particular location, not system-wide.
Accessing Location Can Add Payers Feature
Navigate to the System Dashboard, System Settings, System Configuration, toggle on Location Can Add Payers.
Toggle On - Allow locations to manage their own location-specific third party payers.
Toggle Off - All third party payers must be added and managed in the System by a System Administrator.
Please see our other resources if you have further questions about Third Party Payers in ChiroHD.
User Permissions for Adding Payers
Only users with permissions as Location Admins or Location Users, WITH Insurance permissions can add third party payers at their location.
Please see our other resources if you have further questions about User Permissions in ChiroHD.
Adding a Payer at System vs. Location Level
Adding a System Level Payer
To set up payers at the system level, navigate to your System Dashboard, Insurance, Insurance/Third Party Payers.
Payers added at the system are accessible to every location.
Adding a Location Level Payer
To set up location-specific payers, navigate to your Live Location, Insurance, Settings, Payers.
Here, locations can add their own payers and view system-level payers.
✅ Key takeaways
The Locations can Add Payers feature empowers individual locations to manage their unique payer list.
System-level payers are accessible to all locations, while location payers are exclusive to that location.
Only users with admin or insurance permissions can add payers for their location.
📌 Conclusion
Utilizing the Locations can Add Payers option in ChiroHD provides a flexible way for locations to control their own payer relationships, streamlining insurance billing, and supporting more decentralized administrative workflows.