Before submitting insurance claims electronically, you will need to configure the insurance payor(s).
To add a new one, follow these instructions:
1) Go to Settings -> Payors, and click Add Payor at the top.
2) Choose the payor from the list, and click the Add or Enroll button.
3) Customize the name if you need a better description of the insurance payor
4) Click Add.
Now, you are able to add this payor to any of your client's policies.