Creating an Insurance Payer Short List

Creating an Insurance Payer Short List

Group Administrators can create and manage a list of the practice’s most frequently used Insurance Payers to streamline billing processes. Users adding an Insurance Payer through the Patient Demographics section can also choose to include the payer in the Short List for easier future access. This knowledge base article provides guidance on how the team can create and maintain the Insurance Payer Short List effectively.

Creating and Managing the Insurance Payer Short List

1. Navigate to Settings and Directories:

Chart Room (Classic):


Chart Room (New Layout):



2. Then to Group Level Settings & Directories, and the Insur Payers tab:



3. To add a new payer, click Screenshot for Creating an Insurance Payer Short List:



The text fields in the middle of the screen will now be editable for you to enter the Insurance Payer information. This is typically found on the patient’s insurance card. If you are uncertain about a specific Payer’s address or insurance type, check with your Clearinghouse or the Payer.


  1. Name: Name of the Payer.
  2. Address, City, State, Zip: Physical mailing address of the Payer, or where paper claims are sent.
  3. Telephone and Fax: Contact numbers for the Payer.
  4. Insurance Type: Set the type of Payer, such as Medicare, Tricare, Group Health Plan, or other and Insurance Type (Other): Options include BlueCross/BlueShield, Worker’s Comp, Medicare Part A, and more.
  5. Payer ID: This field is required for electronic billing. Check with your Clearinghouse for the Payer ID and Eligibility ID: This field is only required if your account has been enabled for Integrated Eligibility with a participating Clearinghouse. Check with your Clearinghouse for the Payer ID.
For additional billing options, including rules that modify how your electronic or paper claim is prepared, go to the Professional tab on the right side of the Payer and click on the blue area:



A window will pop out with additional Payer rules. (If you are uncertain which option(s) to select for the Payer, please call Support at (443) 569-8778 for assistance):



Click the checkbox next to the corresponding rule you’d like to enable, then click outside of the area to commit your selection. Your selections will now be listed under the Professional tab:



For customers who utilize Institutional billing/UB04, click in the Institutional tab to set options. (If your group is not enabled for Institutional billing, please contact Support).  



Once your Payer is setup, click Screenshot for Creating an Insurance Payer Short List to save your work. If you navigate away from this screen before saving, your Payer information will not update.

You’ll now see the Insurance Payer in the list on the left-hand side of your screen. To edit it or any other Payer from the list, click to select the name of the payer and corresponding fields (name, address, payer ID) will once again become editable. When finished modifying, be sure to Screenshot for Creating an Insurance Payer Short List.



The Payer is now available for you to select from the Insurance dropdown in Demographics and will auto-populate the Insurance Provider information as entered in Settings and Directories. 




Adding Insurance Payers to the Short List from Demographics

Additionally, a user may add an Insurance Payer to the Short List via Demographics by manually entering in the Payer’s information, then clicking :

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This pushes the Payer through to your Insurance Payer Short List.
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Note: Users should exercise caution in using this method, as this may cause duplicates within the Short List itself.
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