Search for an existing insurance plan code

If you do not see the insurance plan code you want to use in a selection menu, you can search for the code to see if it exists. You can search on the following main parameters:

  • Org code
  • Organization
  • Payer code
  • Payer description

To search for an insurance plan code:

  1. Navigate to the Insurance Plan Codes page:
    • From the Admin menu, select Manage Insurance Plan Codes.
    • From the Edit Version window, in the Insurance Plan codes tab, click the Search icon ().
  2. On the Insurance Plan Codes page, in the header of the column to search on, click the filter icon () at the right end of the column.

  3. In the filter dialog, select the criteria to search on, and then click Filter.

    The list is filtered to items that fit your search parameters.

  4. If your search returned no results, try broadening the search criteria; for example, instead of “Is equal to” try selecting “contains.”
  5. To clear the search, click the filter icon again, and in the search dialog, click Clear.
  6. If you have verified that the insurance plan code is not in the system, you can add it if you have administrative rights.