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.