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.
These details should match your enrollments. If you're unsure whether to use your individual or Group NPI information, check your enrollments in your clearinghouse!
💡Pro-tips:
- Be sure you set up your billing profile to match your enrollments - whether that is individual or organizational!
- 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.
Watch a video demonstration below: