Healthcare Payor Management by Lucidbrainz is a comprehensive solution designed specifically for healthcare agencies, home health providers, skilled nursing facilities, and medical billing companies. This powerful module seamlessly integrates with Odoo's Configuration Dashboard to provide centralized management of all your insurance and cash payors. The module appears as an iconic card in the configuration kanban view, providing instant access to create new payor records or view existing ones. With support for CMS 1500 integration, ERA (Electronic Remittance Advice) tracking, NPI number management, and direct integration with major aggregators like HHAeXchange, Sandata, and Carebridge, this module streamlines your entire billing workflow. Perfect for organizations that need to maintain detailed payor information, track multiple billing identifiers, and integrate with third-party billing platforms.

• Dual Payor Types: Manage both Insurance payors and Cash/Private Pay clients in a single unified system with appropriate tracking for each type
• CMS 1500 Integration: Track CMS 1500 Payor IDs for seamless health insurance claim form submission and processing
• ERA Support: Manage Electronic Remittance Advice (ERA) Payor IDs for automated payment reconciliation and tracking
• NPI Management: Comprehensive National Provider Identifier (NPI) tracking with customizable NPI options and number assignments
• Payer Group Classification: Organize payors into groups like Commercial Insurance, Government Insurance, Managed Care, and Private Pay
• Business Line Tracking: Categorize by service line - Home Health Care, Skilled Nursing, Personal Care, Hospice, and Rehabilitation Services
• Aggregator Integration: Direct support for major platforms - HHAeXchange, Sandata, Carebridge, Tellus, and custom integrations
• Visit Billing Configuration: Define which system handles visit billing - HHAeXchange, Sandata, Carebridge, or myEZcare
• Complete Address Management: Full contact information including street address, city, state, and ZIP code for each payor
• Tax Tracking: Store agency tax numbers and other tax-related information for compliance and reporting
• Excel Export: Export payor lists to Excel for reporting, analysis, and external system integration
• Configuration Dashboard Integration: Appears as an iconic card in the main configuration kanban view for easy access
• Quick Add Functionality: Create new payor records instantly from the configuration dashboard with pre-filled partner type
• Comprehensive List View: View all payors with key information at a glance - Name, Short Name, ERA ID, NPI, Group, and Invoice Type
• Advanced Filtering: Search and filter payors by any field including invoice type, payer group, business line, and aggregator
• Dropdown Integration: Seamless integration with Custom Value dropdown editor for maintaining standardized lists
• Data Validation: Required fields ensure complete payor information with proper CMS IDs, ERA IDs, and invoice types
• Responsive Design: Works seamlessly on desktop, tablet, and mobile devices for payor management on the go
• Auto Configuration Setup: Automatically creates configuration entry on module installation and removes it on uninstallation
• Partner Model Extension: Extends Odoo's standard res.partner model for seamless integration with contacts and CRM features