Overview
You can edit or remove Billing Providers at any time. If you’ve just made a billing provider, you will need to edit it to add electronic claims options and connect credit card merchant accounts. Changes made to a Billing Provider will apply immediately.
Locate a Billing Provider
To locate your Billing Providers, navigate to:
Management > Corporate Setup > Billing Providers
This will bring you to the Billing Providers queue. Use the filters at the top of the page to locate the correct billing provider.
Once you’ve found the desired billing provider, click to open the Billing Provider's details.
Update/Edit Billing Provider Information
You can update all of the basic fields of a Billing Provider by clicking on a field and entering the desired information.
For information on connecting payment accounts and electronic claims options, see the sections below.
When you’re done, click Save to keep your changes.
Connect a Payment Account to Billing Provider
At the bottom of the Billing Provider's details, you’ll see an option to Connect Stripe Account or Connect CardConnect Account. Click the appropriate option.
Connect Stripe Account will bring you to a Stripe authorization page. Follow the directions to connect your Stripe account.
Connect CloverConnect (previously known as card connect) Account will open a window for you to enter your account information.
When you’re done click Save to keep your changes.
Electronic Claims Options for Billing Provider
In certain cases, you may have a Payer that requires the transmission of additional identifiers when submitting claims electronically. You can add these provider numbers as needed for a specific Payer and or Payer Plan.
In the Billing Provider details, click on the Options tab at the top.
On the Options tab for the Billing Provider, you'll see the Electronic Claim Options section. Here is where you can add new Electronic Claim Options, or edit any existing Electronic Claim Options.
When you’re done click Save to keep your changes.
Delete a Billing Provider
Use caution when removing a billing provider from NikoHealth as this cannot be undone.
To delete a Billing Provider from NikoHealth, navigate to the Billing Providers queue:
Management > Corporate Setup > Billing Providers
Locate the Billing Provider you want to remove and hover over that Billing Provider. red trashcan appears on the right hand side of the queue. Click the trashcan to delete. A window will open asking if you’re sure you want to delete the provider. Click Delete to permanently remove the billing provider.