Navigate the Employer Policy Fields

It's critical to enter the correct information when entering an Employer Policy in Tops Ortho! Here is what the fields mean:

  • Fill out the Employer and Insurance Company fields carefully; what you put here will populate on your claims.
  • If you file eClaims, you will need to fill in the Payer ID field.
  • It's best to fill everything out, but the required fields are Lifetime Maximum, Payment Percentage, Payments are made, When do we submit, and What do we submit.
  • Payments are made tells Tops Ortho how often to generate claims and send them to Matrix > Claims > Unpaid Claims. As you receive payments, you will attach them to these claims.
  • When do we submit tells Tops Ortho how often to generate claims and send them to Matrix > Claims > Unsent - Ready to File.
  • What do we submit tells Tops Ortho which claim form to use for the policy.

PLEASE NOTE that Employer Policies are often shared by multiple patients. Any changes you make to an Employer Policy will affect all patients under the policy!

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