Onboarding with TriZetto while setting up ChiroUp’s billing features requires a few key steps to ensure everything runs smoothly. Verifying your ChiroUp billing profile, generating test claims, double-checking your payor IDs, and completing enrollments are essential to a successful setup. This guide will walk you through each step so you can confidently move forward with your billing processes. Let’s get started!
◉ Enter Correct Payor IDs
Your Getting Started Checklist will walk you through setting up your Payors database. Be sure that your Payor IDs match those from TriZetto's database of Payor IDs!
◉ Ensure the correct NPI number on your billing profile
When you set up your billing profile(s), it's important to ensure they align with your enrollments. If you’re enrolled under your organizational NPI (Type 2), create an organizational billing profile with your Type 2 NPI entered. If you’re enrolled under your individual NPI (Type 1), create an individual billing profile with your Type 1 NPI entered.
If you’re enrolled under both organizational and individual NPIs for different payors, you’ll need to create a billing profile for each. Just be sure to set your default billing profile as the one you’ll use most often!
On a purchase, your default billing profile will populate automatically. However, if you switch to a different profile (like when the patient's insurance carrier requires attaching a different billing profile), ChiroUp will remember that selection for the patient’s next visit.
◉ Generate your Test Claim
Your TriZetto rep will request a test claim file during your onboarding process. Luckily, ChiroUp makes this super easy! This article will walk you through how to generate your test claim.
Make sure your Payors database and Billing profiles are set up before attempting to generate your test claim! If you get an error, reach out to your ChiroUp onboarding coach for help!
◉ Complete your enrollments
Here's how to access your TriZetto Enrollments Info:
1. Log in to your TriZetto Enrollment portal.
2. Select Enrollments.
From your Enrollments screen, you have a few options to view Enrollment statuses. Click the drop-downs below for more information:
Enroll in New Services
You can enroll in new services by filtering under the New Enrollments tab.
- If you are wanting to enroll in an additional offering in a plan you already have an enrollment in, you can select Enrolled Plan or Preferred Plans
- If you are wanting to enroll in a completely new plan, you will select Find New Plans and search for the payor by Payor ID (which can be found in the TriZetto Payor ID list) > select the items you want to enroll under (Claims, ERAs, EFT, or Eligibility) > select the green Enroll button. Once you have kicked that off it will land in Awaiting Scheduled Date
View Completed Enrollments
You can view all Completed enrollments under Completed status.
View Outstanding Enrollments
You can view enrollments that have outstanding items under Awaiting Scheduled Date, Generation in Progress, Payer Processing, and Ready for Status - this is what you want to keep an eye on.
Outstanding Action Items
And then all outstanding items you need to complete for an enrollment to be approved (once its been kicked off) you will want to filter under Open Tasks!
💡Pro Tip:
Questions about your enrollments? Reach out to your TriZetto Rep for guidance!
Your ChiroUp onboarding coach will be able to help make sure your ChiroUp account is set up and ready to go 💪