Select a Patient's Payor

The payor (insurance carrier) that is selected for the patient affects formulary guidance (traffic light indicators), copay indicators, coverage restrictions, and alternates. In most cases, the LMR automatically selects the patient's insurance carrier in the payor field in the banner of the Medications screen. However, there are times when you may want to manually update this field:

Note: Before updating the payor field, check the "As of date" below the field in the banner. If the date is more than one day old, click Refresh (this button will not be active if less than 24 hours old). If you do not have an NPI number, you are prompted to select the provider that you are requesting data for. Click a provider name and Ok (ALT+O).

Based on the patient's payor, you can view:

Note: If no payor is identified, Partners' recommendations and alternative medications will still be available for your use.