Plans are the insurance plans and payers who are billed to pay for the clients’ services in SmartCare. The plan contains information necessary for the 837 claim file creation.
Within each plan, the claim format for billing is defined. There are advance settings that allow for both 837p and 837i billing within the same plan. In addition, both paper CMS-1500 and UB04 claim formats can also be configured all under the same plan.