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Documentation Index

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The Insurance Payers section is where administrators configure all connections to insurance and payor systems used for electronic claims processing. From here you can manage payor API keys, define gateway settings, and maintain active compliance rules that govern how claims are submitted on behalf of patients.
This feature manages direct connections to insurance and payor systems for electronic claims transfer. Changes here may affect live claims submission workflows — review all settings carefully before saving.

Accessing Insurance Payers

Navigate to ADMIN → Insurance Payers in the left-hand sidebar to open this section. The section is available to users with Admin-level permissions.

Active Insurance Integrations card

The main content area contains the Active Insurance Integrations card, which lists all currently configured payor connections and provides the entry point for adding new ones.

Active Insurance Integrations

Displays all active payor connections and their associated gateway and compliance rule configuration. Use the Add Payer Connection button to register a new integration.

Configure electronic claims transfer details

Within the Active Insurance Integrations card, each payor connection allows you to configure the details required for electronic claims transfer. This includes the payor API keys and gateway routing information that PC Connect uses when submitting claims electronically.
Entering incorrect API keys or gateway details for a payor will prevent electronic claims from being submitted successfully. Always verify credentials with your payor or clearinghouse before saving.

Adding a payer connection

Click the Add Payer Connection button inside the Active Insurance Integrations card to begin registering a new insurance or payor integration.
1

Navigate to Insurance Payers

Go to ADMIN → Insurance Payers in the sidebar.
2

Open the Add Payer form

Click the Add Payer Connection button inside the Active Insurance Integrations card.
3

Enter payor credentials

Provide the payor API key, gateway endpoint, and any applicable compliance rule identifiers supplied by your payor or clearinghouse.
4

Save the connection

Confirm your entries and save. The new payor connection will appear in the Active Insurance Integrations card.

Section overview

Setting areaPurpose
Payor API keysCredentials used to authenticate with a specific insurance or payor system
GatewaysRouting configuration that determines how electronic claims reach the payor
Active compliance rulesRules that govern the format and content of submitted claims for this payor

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