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The care network tabs hold the people and organizations attached to your members: physicians, case managers, and payers. Each is a directory in its own right. Records here are linked to members rather than duplicated per member, so updating a physician’s phone number updates it everywhere.

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Physicians

Attending physicians with NPI numbers, license details, and member assignments. Columns: Name · NPI · License · Phone · Email · Members The Members column counts how many of your members list that physician. The NPI is required on claims that carry an ordering or attending provider.
An incorrect or missing NPI is a common claim rejection. Verify it when you add the physician rather than when a claim comes back denied.

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Case Managers

Case managers coordinating member care with contact details and caseload counts. Columns: Name · Type · Phone · Email · Members Type distinguishes the kind of case manager — useful when a member has both a payer-side and an agency-side coordinator. The Members column gives you caseload at a glance.

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Payers

Insurance payers and managed care organizations linked to member authorizations. Columns: Name · External ID · Payer Type · Program · Delivery Model · Provider Type · Phone · Contract ID · Active · Last Auth This is the most detailed of the three, because payer configuration drives billing:

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Setting up a member’s care network

1

Check the directory first

Search the relevant tab before adding. Most physicians and payers already exist — duplicates split caseload counts and make reporting unreliable.
2

Add the record if it is genuinely new

Complete the identifying fields, especially NPI for physicians and External ID for payers.
3

Link it to the member

Attach the physician, case manager, and payer to the member record.
4

Confirm the payer is active

An inactive payer will not support a new authorization.
Payers here describe who pays. The commercial agreement behind them — rates, requirements, renewal dates — lives in Payer contracts.

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Troubleshooting

Authorizations

Approved units issued by these payers.

Payer contracts

The agreements behind the payers.