WinOMS: Adding or Editing Payer ID for an Insurance Plan

Document created by paula1 Employee on Jul 14, 2017
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  1. Obtain the Payer ID from the following website:


  2. After obtaining Payer ID, log into CS WinOMS.
  3. Click Tables.
  4. Click Insurance.
  5. Click Plans.
  6. Type '%' into 'Plan Name' text box.
  7. Click Find.
  8. Highlight insurance plan to edit.
  9. Click Edit.
  10. Click Forms/ID/Notes tab.
  11. Enter Payer ID in 'Payer ID' text box.
  12. Select 'Source of Payment' from SOP drop down menu.
  13. Click Ok.