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 if necessary electronic claims options and connect credit card merchant accounts. Changes made to a billing provider will apply immediately.
In this article, we’ll go over how to find and manage billing providers.
Locate a Billing Provider
Click Management in the top menu.
In the left menu, click Corporate Setup and select Billing Providers in the submenu.
Use the filters at the top of the page to locate the correct billing provider.
To remove a filter, hit the X in the field.
To clear all filters and search criteria, click the circular arrow on the right.
Once you’ve found the desired billing provider, click to open their profile.
Update 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
At the bottom of a billing provider profile, 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.
For information on managing payment options, see the article Managing Payment Options.
When you’re done click Save to keep your changes.
Electronic Claims Options
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.
Click the Options tab at the top of the Add a Billing Provider page. Enter the appropriate information in the Electronic Claim Options section.
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.
Click Management in the top menu.
In the left menu, click Corporate Setup and select Billing Providers in the submenu.
Use the filters at the top of the page to locate the correct billing provider.
To remove a filter, hit the X in the field.
To clear all filters and search criteria, click the circular arrow on the right.
Once you’ve found the desired billing provider, hover the mouse over the row. Click the trashcan icon that appears to the far right.
A window will open asking if you’re sure you want to delete the provider. Click Delete to permanently remove the billing provider.