Manage Billing Providers is where it’s at: the driver’s seat.
From Manage Billing Providers, Organization Admins control all account settings from one place, including Billed Charges, Prescribing Providers, Places of Service and more!
Manage Billing Providers is split into two tabs: Required Billing Information and Custom Settings. For more on Required Billing Information, see the Help Article: NCPDP Settings Required Billing Information - Explained. Read on for more about the Custom Settings.
Here’s how it works.
A. To edit ‘Task Preferences,’ click the ‘Task Preferences’ card
B. To add or edit ‘Supporting Documents,’ click ‘Documents’ card
C. To add or edit ‘Bill Write Off Reasons,’ click the ‘Bill Write Off Reasons’ card
D. To add or edit ‘Second Review Reasons,’ click the ‘Second Review Reasons’ card
E. To add or edit ‘Billing Templates,’ click the ‘Billing Templates’ card
F. To add or edit ‘Expected Reimbursements,’ click ‘Expected Reimbursements’ card
G. To add or edit ‘RFA Templates,’ click the ‘RFA Templates’ card
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.
If your account only has one Billing Provider, click ‘Settings’, and move to Step 3.
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 add a new Billing Provider, please contact us via the Help Center.
Step 3. Click the ‘Custom Settings’ tab
Custom Settings allows Organization Admins to customize their Billing Providers with Task Preferences, Documents, Bill Write Off Reasons, Second Review Reasons, Billing Templates, Expected Reimbursements, and RFA Templates.
A. To edit ‘Task Preferences,’ click the ‘Task Preferences’ card
For help changing Task Preferences see the Help Article: NCPDP Task Preferences.
B. To add or edit ‘Documents,’ click the ‘Documents’ card
For help adding to Documents see the Help Article: NCPDP Documents.
C. To add or edit ‘Bill Write Off Reasons,’ click the ‘Bill Write Off Reasons’ card
For help adding Bill Write Off Reasons see the Help Article: NCPDP Bill Write Off Reasons.
D. To add or edit ‘Second Review Reasons,’ click the ‘Second Review Reasons’ card
For help adding Second Review Reasons see the Help Article: NCPDP Second Review Reasons.
E. To add or edit ‘Billing Templates,’ click the ‘Billing Templates’ card
For help adding Billing Templates see the Help Article: NCPDP Billing Templates.
F. To add or edit ‘Expected Reimbursements,’ click ‘Expected Reimbursements’ card
For help adding Expected Reimbursements see the Help Article: NCPDP Expected Reimbursements.
G. To add or edit ‘RFA Templates,’ click the ‘RFA Templates’ card
For help adding RFA Templates see the Help Article: NCPDP RFA Templates.
You’re all set!