Payment Source and Insurance Type
The Payment Source and Insurance Type can be selected by going to Master Files|Carriers|Carriers selecting a carrier and the clicking the EDI/Other button. The following are suggestions on how to set these fields:
|Carrier||Payment Source||Insurance Type|
|Blue Cross/Blue Shield||Blue Cross/Blue Shield||Commercial||For California and Idaho, select Blue Cross or Blue Shield.|
|Workers Comp||Workers Comp||Commercial|
For most Non-State payors we recommend using the Insurance Type of Commercial. You may still need to contact the carrier to verify exactly what they are expecting in these fields.