If your clinic bills insurance, it is necessary that you set up your clinic's billing profile(s). A clinic's billing profile indicates who is submitting and receiving payment for submitted claims. 

Here's how to add a billing profile: 

1) Navigate to the profile icon in the top right corner and select Clinic settings.

2) Select the Billing tab and ensure you have the Profiles screen open. 

3) Click the +Add button.

4) Enter billing profile details. 

These details include profile type (individual or organization), name, address, 9 digit zip code, contact information, Clearinghouse, ID numbers, Pay-To Address, Submitter information, and indicate provider designated users.