Update your Billing Provider Information, including your Pay-to address, phone and fax number
Step 1. On the navigation bar, click ‘Billing Providers’, then click the ‘Gear’ icon
This will navigate directly to the specified Billing Provider.
Alternatively, select Manage All Billing Providers to view all the Billing Providers associated with your account.
The Manage All Billing Providers feature is limited to users with the Role of Organization Admin.
Step 2. Click the ‘Billing Provider’ name
Each Billing Provider maintains its own settings. A red ‘X’ icon indicates required information has not been completed. To turn on a new Billing Provider, please contact us via the Help Center.
Step 3. Click the ‘Billing Provider Information’ card
A green ‘Checkmark’ icon in the lower right corner of the card indicates Billing Provider Information has been completed for the Billing Provider. A red ‘X’ icon indicates Billing Provider Information has not been completed.
Step 4. To edit Billing Provider Information click ‘Edit’
Note: Once a bill has been created and submitted, the Bill Type (Professional, Pharmacy, Institutional) for a Billing Provider cannot be changed.
Step 5. To Deactivate a Billing Provider select ‘No’ under ‘Active?’
When a new Billing Provider is added, they are automatically marked as Active. To deactivate a Billing Provider and prevent it from displaying in your Billing Provider Menu, click No.
You’re all set!