Activating PayerSync automates virtual card payments from ECHO, Optum Financial, and Zelis. You can choose to activate the patient payments you’re receiving from payer portals, the reimbursements you’re receiving from insurance companies and payers, or both.

Once your account is set up, you’ll begin receiving funds directly into your bank account as soon as the next day, and you’ll see the payments along with detailed explanation of payments (EOPs) in PayerSync! You can easily reconcile and post with one-click into your PMS/EHR/EMR.

The onboarding process takes less than 20 minutes for most healthcare practices.

Here’s what you’ll need to get started:

  • Business Information
    • Legal Business name
    • Business open date
    • Federal Tax ID #
  • Practice Owner(s) Personal Info (submit info for all parties with >25% ownership)
    • Date of birth
    • Physical home address
    • Social security number
    • % of ownership
  • Practice Banking Information
    • Bank name
    • Bank account #
    • Account routing #
    • Digital copy of voided check or bank verification letter
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