Managing Payer Credentials
Updated
by James McKinley de Vance
One of the main features to the Eligibility AI platform is that it has the capability of connecting directly to the payer's portal. This is where it will grab the benefit information for your patients and organize and format the data for you in an easy to read and searchable format. To accomplish this, all you need to do is add the usernames and passwords you have for the various insurance company's website, and Eligibility AI takes it from there.
Adding a New Credential
Start by heading to the "Administration" section Eligibility AI. Next go to the "Payer Credentials" tab and click on "New Payer Credential"
This will bring up the credential window. Here you will select the insurance company you are adding credentials for. The payer's website will automatically fill based on your selection. Ensure you are entering the credentials for the website address listed. Some payers have multiple websites they use for benefit checks however Eligibility AI is only able to complete checks using the site listed.
Next simply add your username and password for that site. Finally click "Add Credential."
Some payers may require multi-factor authenitcation. Please check out our guide on how to add the MFA token during the credential process.
Editing or Deleting a Payer Credential
Sometimes you might need to edit your credentials or remove them outright, especially if the credentials are marked as "invalid". To do so simply navigate to the "Payer Credentials" tab on the Administration section on Eligibility AI. You will see the following action buttons when you get to this tab.
- The Eye button will show the saved password for the payer's site.
- The Double Page button willow allow you to use those same credenitals for a different payer's site
- The Pad and Pencil button will let you adjust the saved username and password for a payer's site
- The Trashcan Button will delete the saved credentials for a payer's site.
1. The password entered for the payer's site has expired.
2. The password was entered incorrectly on the Payer Credentials tab.
3. The wrong website/payer was selected when entering the credentials.
