The 'Payer Specific Rules' feature allows practices to configure specific payer details in Practice Manager that will automatically populate the corresponding boxes on newly generated claims based on the payer. 

This streamlines the process, reducing the need for manual adjustments and simplifying claim submission.

To set a new Payer Specific Rule, navigate to the Billing Rules tab in Practice Manager and select +Add More under “Payer Specific Rules” section.

Configure the Payer Rule condition by selecting the appropriate payer(s) from the “Select Payer” button. This determines the information that will automatically populate on claims based on the specified payer.

A new pop-up will appear, displaying the available payer options. You can select multiple payers for each rule. Once you have made your selections, click "Confirm" to proceed.

Once the Payer is added, the 'Claim Box' dropdown becomes enabled, select the claim box number and information to be auto-filled in the claims by selecting an option from the "Claim Box" dropdown. 

NOTE: Currently, the available claim boxes for auto-filling are 25, 32, and 33.

IMPORTANT: When selecting a Payer and an option from the Claim Box dropdown, please note:

• If additional rules exist for the selected Payer, the chosen option from the Claim Box dropdown cannot be set.

After selecting the claim box number and information, complete the required fields, which will then be auto-populated in Claims with the chosen payer.

Select "Submit" to save your "Payer Specific Rule"

After saving the Payer Specific Rule, claims in Pending status will be automatically updated in the corresponding box. Newly generated claims created after the rule is set will also be auto-populated.

To delete a Payer Specific Rule, hover over it and click the Trashcan icon. Then, confirm by selecting Proceed.

IMPORTANT: If claims are generated using a 'Payer Specific Rule' and the rule is later deleted, the information will be removed from any claims that have not been yet submitted.‍