Managing Accepted Insurances

Overview: PicassoMD helps providers and their staff send referrals to specialists who are in-network for their patients' insurance. This is why the insurance information in PicassoMD must be current.

Accepted insurances are displayed on both practice and provider profiles. Providers and their staff can filter for specialists with specific insurance carriers during the referral process.


Best Practices and Tips for Adding Insurance Plans:

  • Only Practice Admins can manage the accepted insurances for their practice.
    • If your practice doesn't have a Practice Admin on PicassoMD, please email support@picassomd.com with the names of the insurance carriers accepted by your practice.
  • Insurance should be added at the practice level; however, if there is a plan that only some providers accept, that can be added directly to the individual providers who accept it.

Video Overview: Managing Your Practice's Accepted Insurance

Step-by-Step: Managing Your Practice's Insurance

  • From the PicassoMD web app, click on 'My Practice' on the left-hand side.
  • Next, click on 'Select a Practice' in the upper right corner and search for the practice you want to manage.
  • Click on the 'Edit Insurance' button to see a list of insurance carriers that are currently associated with your practice.
  • To add plans, scroll to search for the carriers that your practice accepts and toggle on the plan. When you're done click "Save"
    • If there is a carrier that your practice accepts that is not shown in the results please email support@picassomd.com
  • To remove a plan, click on the insurance and toggle the plan off.



Video Overview: Managing Accepted Insurance for a Provider

Overview: Managing Accepted Insurances for a Provider

  • If there's an insurance plan that only some providers in your practice accept, they can be added to that provider's profile.
  • Both Practice Admins and Providers can manage individually accepted insurances.

Step-by-Step for Practice Admins:

    • From the PicassoMD website, click on 'Providers' (if the provider whose insurance you want to manage is a Primary Care Provider) or Specialists (if the provider whose insurance you want to manage is a Specialist).
    • Search and click on the name of the provider who's insurance plans you wish to manage
    • Click the blue 'Mange' button in the upper right hand corner. This will open a new tab to the 'Profile & Settings' tab.
    • Scroll down to 'Accepted Insurance', you will see the list of plans accepted by that provider's practice.
    • Click on 'Edit Accepted Insurance'.
      • To remove a plan, click on the insurance and toggle the plan off.
      • To add plans, scroll to search for the carriers that your practice accepts and toggle on the plan. When you're done click "Save"
    • If there is a carrier that your practice accepts that is not shown in the results please email support@picassomd.com

Step-by-Step for Practice Providers:

  • Your individually accepted insurances can only be added via the web application, which you can find here.
  • Go to 'Profile and Settings' and select 'General' from the left.
  • Scroll down to 'Accepted Insurances' and add any applicable carriers. If you don't see a carrier that you accept, please email support@picassomd.com, and we will add it for you.
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