Payee Addresses

On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Insurance Packages, click Payee Addresses

You must have the Billing Admin: Payee Address permission to access this page.

1. Display the Payee Addresses page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Insurance Packages, click Payee Addresses.
   
2. Click delete to remove an existing payee from the Payee menu on the Insurance Refund page, or click Add new to add a new payee.
   
3. Name — Enter the name of the new payee.
4. Attention — If correspondence should be addressed to a specific individual, enter the name.
5. Address — Enter the payee's address.
6. Address 2 — Enter any additional address information.
7. City — Enter the payee's city.
8. State — Select the payee's state.
9. Zipcode — Enter the payee's ZIP code.
10. Notes — Enter any notes.
11. Click Save.
    Note: To ensure that the payee addresses associated with insurance refund transactions remain historically static, it is not possible to update payee addresses. If a payee's address has changed, you can delete the old payee address and add a new one in its place.

You can also add new payees while posting a refund to a patient claim via the Issue Insurance Refunds page or when reconciling payment batches to deposit batches via the Batch Refunds tab on the Manage Refunds page.

Capturing payee address information is not required to complete the refund posting process. A payee address provides additional information to your practice's A/P department or check writer about where an insurance refund should be sent.

Tip: You can also record payee information during the insurance refund posting process, so that your practice's check writer or A/P department can easily find the payee to whom the refund check needs to be sent in athenaOne on the Assign Check Numbers tab of the Manage Refunds page.