Overview
Before you can link a billing provider to a claim, you need to add the billing provider to the system. In this article, we’ll go over how to add a new billing provider to your account.
Before you start adding billing providers, make sure you have set up your organization information. For more information see the article Setup Your Organization.
Add a Billing Provider
Click Management in the top menu.
In the left menu, click Corporate Setup and select Billing Providers in the submenu.
Click the blue plus sign in the top right.
The Add Billing Provider page will open. Any fields with an asterisk (*) are required to create a new billing provider.
In the Details section, you’ll be prompted to enter the billing provider's basic information such as their physical address, billing address, NPI information, and Tax ID.
At the bottom of the section, you’ll see options to fill in taxonomy information as well as select if a provider has a signature on file or accepts assignments of benefits. Fill out as appropriate for your organization.
When you’re done, look to the right for the Contacts section. Here you can add one or more contact methods for the billing provider. Use the first dropdown to select the type of contact such as an email or phone number and then fill in the relevant details.
Click Add Contact to add more contacts.
Use the trashcan icon to the right to remove contacts.
Click Save in the bottom right.
Once you have saved your billing provider you can then connect a credit card merchant account or edit electronic claim options for the billing provider. For more information see the article Manage Billing Providers.
Now that you’ve added your billing providers, you can associate them with service locations. For more information see the article Understanding Locations.