SF Verify App - How to Refresh your Payer List
This article is intended to provide guidance to our SalesForce web application customers on how to refresh the SF Verify Payer list.
Why: Why do we need to refresh the payer list in SalesForce? The VTX product is designed to connect to multiple insurances and clearinghouses to provide our customers with the most complete and accurate benefit responses. This means that behind the scenes, we have a master payer list, that maps the options for each payer, to a single VTX payer that you can select, instead of having to manually choose which way to connect to the payer. For example: If we have 3 ways of connecting to UHC, we combine them into 1 option in the front-end, and behind the scenes, we choose the best option based on evaluating the speed, quality, and availability we have for the connection methods at the time of verification.
What: What does this means for our customers? This means that as we make updates to our master payer list options, customers using our VOB product outside of the web app, will need to refresh the payer list in their application. Since SalesForce is an external application, our SalesForce customers will need to periodically refresh the list.
How: To refresh the payer list in SalesForce, follow the below steps:
- In your SalesForce Application Launcher, search for the VerifyTX application and select it
- Select the "Authorize" tab and select the "Authorize" button
- Authorize your VTX username and password, please do not use your SalesForce login to complete this step. Use your VerifyTX username and password.
- Click "Allow"
- Select the "Payer Name/Facility" menu option
- Select the "Refresh payer list button" - do not click away from this screen,
- When the payer list refresh is complete, a message will show on screen that refresh is successful. You now have the most up to date payer list.
Related Articles
SF Verify App - How to Refresh your Facility List
This article is intended to provide guidance to our SalesForce web application customers on how to refresh the SF Verify Facility list. Why: As a company grows and adds facilities, which have additional NPIs, located in alternate states, and with ...SF - How to Authorize your VTX credentials
This article is intended to provide guidance to our SalesForce web application customers on how to authorize their VTX username and password Why: In order to connect to the VTX Web Application from the SalesForce account, and verify benefits and ...How to Mass Update Fields in the VOB List View
How to Mass Update Fields in the VOB List View Introduction This article is intended to provide guidance to users on how to update eligible fields in mass in the verification list view. 1. Navigate to the "Verifications" List View 2. Click the ...Winter 2023 Updates
Verify TX Important Updates VerifyTreatment has a client portal! This portal will allow customers to submit inquiries of all kinds from support to billing to questions and feature requests. We will also be debuting a help center with help guides to ...VerifyTX Summer Release - Version 24.06 Release Notes
Verify TX Summer Release Patient Search Upgrade What has been added or changed? Back by popular demand, we have brought back the old search bar, but with the new additional search filters available as needed. Knowledge Base Articles: Upgraded Patient ...