Client has insurance without required payer assigned – Checkpoint EHR

This guide provides instructions on how to resolve the alert when a client's insurance has been selected, but a specific payer has not been assigned. This commonly occurs when Medicaid is selected without a corresponding payer.

1. Select the alert from the CP Central dashboard.

Select the alert from the CP Central dashboard.

2. From the list of clients, select the client's name.

From the list of clients, select the client's name.

3. On the Client Details page, select the Insurance Card icon.

On the Client Details page, select the Insurance Card icon.

4. You will see that the Payer column is blank. To edit the client's insurance information, select the Pencil Icon.

You will see that the Payer column is blank. To edit the client's insurance information, select the Pencil Icon.

5. Select the Payer field.

Select the Payer field.

6. From the drop-down menu, select the appropriate Payer.

From the drop-down menu, select the appropriate Payer.

7. Once the information has been updated, select Save.

Once the information has been updated, select Save.