Attach Insurance Credentials

See Insurance Credentialing Setup for more information about adding credentials in payer, staff, or clinic records. The instructions below explain how to add credentials in the Manage Attachments window.

  1. Click Paperclip icon on the main toolbar.

  2. In the Document Type pane, select Credential.
  3. In the Payers list, click the payer with which the credential document is associated.
  4. Enter information about who the credentials are for:
    • Staff
      1. Click the Staff tab and then click Add button.
      2. In the Staff list, click the name of the staff member to whom the credential document applies.
      3. In the Provider # field, type the provider number on the credential document.
    • Clinic
      1. Click the Clinic tab and then click Add button.
      2. In the Clinic list, click the name of the clinic to which the credential document applies.
      3. In the Provider # field, type the provider number on the credential document.
    • Staff and Clinic
      1. Click the Staff / Clinic tab and then click Add button.
      2. In the Staff list, click the name of the staff member to whom the credential document applies.
      3. In the Clinic list, click the name of the clinic to which the credential document applies.
      4. In the Provider # field, type the provider number on the credential document.
  5. Click Attach, then browse to the file. You can attach an image file or a PDF smaller than 1MB.

    Attach a credential

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