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Insurance

The Insurance page is where you manage the list of insurance payers your company works with. Each entry connects to a payer in the national eligibility network, enabling you to run eligibility checks (270/271 transactions) and track patient coverage. Manage insurance from Settings → Insurance. Image

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Quick Start

  1. Go to Settings → Insurance in your Solum dashboard.
  2. Click “Add Insurance” to open the creation form.
  3. Search for the payer in the Eligibility Payer dropdown (e.g., “Blue Cross”).
  4. Select the payer — the name auto-fills from the directory.
  5. Set the network status — In Network or Out of Network.
  6. Save — the payer is now available for patient records and eligibility checks.

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Insurance Fields

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Advanced Settings

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Adding an Insurance

Click Add Insurance to open the form. Start typing in the Eligibility Payer dropdown to search the payer directory — it includes thousands of payers across the US. When you select a payer:
  • The name auto-fills with the payer’s official display name
  • The payer is linked to the eligibility network, enabling 270/271 transactions
To use a different display name, expand Advanced Settings and enter a Custom Name.

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Editing an Insurance

Click the edit button on any insurance card to update its details. You can change the name, network status, active status, payer ID, and additional fields.
The Eligibility Payer (the link to the payer directory) cannot be changed after creation. If you need a different payer, add a new insurance entry.

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Deactivating an Insurance

Instead of deleting, insurance entries are deactivated by toggling the Active switch off. Inactive entries:
  • Move to the Inactive Insurances section on the settings page
  • Are hidden from dropdowns when adding payors to patients
  • Can be reactivated at any time by toggling Active back on

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Network Status

Each insurance is marked as either:
  • In Network — Your company has a contract with this payer
  • Out of Network — No direct contract; different coverage rules may apply
This status is shown as a badge on insurance cards and helps your team quickly identify payer relationships.

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Where Insurance Is Used

  • Patient records — When adding a payor to a patient, you select from your company’s insurance list. Each patient can have up to four payors (Primary, Secondary, Tertiary, Quaternary).
  • Eligibility checks — The payer link determines which insurance network receives the 270/271 transaction.
  • Patient filters — Filter the patient list by insurance on the patients overview page.

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Locked Organizations

Some organizations have insurance management locked (typically when insurance entries are managed by Solum on your behalf). When locked:
  • You cannot add or edit insurance entries
  • An alert banner is shown on the settings page explaining the restriction
Contact support if you need changes to a locked insurance list.

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Troubleshooting