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Manage Billing Providers
Manage Billing Providers is where it’s at: the driver’s seat.
From Manage Billing Providers, Organization Admins control all account setup and preferences from one place, including Billed Charges, Rendering Providers, Places of Service and more!
Manage Billing Providers is split into two tabs: Required Billing Information and Custom Settings. For information about Custom Settings, see the the Help Article: Manage Billing Provider Explained - Custom Settings. For information about Required Billing Information, read on.
Here’s how it works.
Step 1. On the navigation bar, click ‘Billing Providers’, then select ‘Manage Billing Providers’
The Manage 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 add a new Billing Provider, please contact us via the Help Center.
Step 3. Click the ‘Required Billing Information’ tab
Required Billing Information includes all necessary information for bill submission including Rendering Provider, Places of Service and Billed Charges.
For help with the Custom Settings of your Billing Provider see the Help Article: Manage Billing Provider Explained - Custom Settings.
A. To edit ‘Billing Provider Information,’ click the ‘Billing Provider Information’ card
For help with Billing Provider Information see the Help Article: Billing Provider Information.
B. To add or edit ‘Rendering Providers,’ click the ‘Rendering Providers’ card
For help with Rendering Providers see the Help Article: Rendering Providers.
C. To add or edit ‘Places of Service’, click the ‘Places of Service’ card
For help with Places of Service see the Help Article: Places of Service.
D. To view or change ‘Billed Charges,’ click the ‘Billed Charges’ card
For help changing Billed Charges see the Help Article: Billed Charges.
E. To preview CMS 1500 with Billing Provider information, click the ‘CMS 1500 Forms’ card
For more information, see the Help Article: CMS1500 Forms.
You’re all set!