Before adding an Insurance Company, you must have the permission to "Edit Library Items." This needs to be added to your Edit > Setup > Employee profile under permissions by the practice. Once the permission is added log out and back into Cloud 9 for the changes to take effect.
How to add an Insurance Company in Cloud 9:
Step 1. Follow this path: Edit > Setup > Insurance Companies.
Step 2. You will then see this screen, and you will select the Blue Add + button:
Step 3. You will see the Add Insurance Company screen. It will look like the screenshot below, and you will first enter the Name of the Insurance Company:
Step 4. You will then search the Payer Code by clicking directly on the spyglass next to the Payer Code field. Once you locate the one that you need, select it:
***Please note that this is not necessarily an accurate Payer Code since it is for illustration purposes.
Step 4a. If the payer code that you are looking for does not come up in the search, please see this article: Payor Codes
Now that you have added your Insurance Company information and Payer Code, you can click Save. You have added the Insurance Company. Next, you will want to add the new Insurance Company to the Insurance Billing Center. Instructions for that can be found in this article: Entering an Insurance Billing Center In Cloud 9.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.