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.
Watch a video demonstration below: