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      How-To: Add Payer Credentials

      Adding Payer credentials is essential to obtain eligibility and benefits information across multiple sources. Follow along this video and step-by-step guide to see how.

      Quick Links:

      Add Payer Credentials: Video Tutorial

      Add Payer Credentials: Step-by-Step

      Add Payer Credentials: Video Tutorial

      Here is a video tutorial on how to Add Payer Credentials:

      Settings > Insurance Verification > General Settings > Payer Credentials

      Add Payer Credentials: Step-by-Step

      Please follow these steps to add Payer Credentials:

      • Log onto your Zuub Portal (dental.zuub.com/portal).
      • Go to the Settings > Insurance Verification > General Settings > Payer Credentials.
      • There you will find a dropdown with a list of all the Payer Credentials that you can add.
      • Please select each Payer Credential and add your Login information.
      • Click Verify Credentials.
      • If everything goes through successfully your Payer Credentials will populate on the right hand side.
      • Please click Save to save your changes.

      Please Note: Some of these sites require you to update your Password every 90 days. If you update your password on a site, please make sure to log into your Zuub Portal and update under the settings or else it will throw errors when you run your automated system.