Clinic billing profile

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.

 

💡Pro-tips:

  • You can't delete billing profiles, but you can mark them as active or inactive from the record. 
  • Ensure that you are entering a 9-digit zip code - as this is required for claim generation!
  • Ensure that you are entering the correct clearinghouse - if you are integrating with TriZetto, select TriZetto! (Don't see you're clearinghouse listed? Reach out to your onboarding rep and let us know.)
  • The Submitter is the person or company who submits claims for your office. 
 

 

 


 

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