Settings / Manage Billing Providers
Billing Settings - Required

Manage Billing Providers Explained - Billing Settings - Required

Last update
June 3, 2023

Manage Billing Providers is where it’s at: the driver’s seat.

From Manage Billing Providers, Administrators 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 three tabs: Billing Settings - Required, Billing Settings - Custom, and RFA Settings. For information about Custom Settings, see the Help Article: Manage Billing Provider Explained - Billing Settings - Custom. For information about RFA Settings, see the Help Article: Manage Billing Provider Explained - RFA Settings.

For information about Required Billing Information, read on.

Here’s how it works.

A. To edit ‘Billing Provider Info,’ click the ‘Billing Provider Info’ card

B. To add or edit ‘Rendering Providers,’ click the ‘Rendering Providers’ card

C. To add or edit ‘Places of Service’, click the ‘Places of Service’ card

D. To preview CMS 1500 with Billing Provider information, click the ‘CMS 1500 Forms’ card

E. To view or change ‘Charges,’ click the ‘Charges’ 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 Administrator.

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 ‘Billing Settings - Required’ tab

Billing Settings - Required includes all necessary information for bill submission including Rendering Provider, Places of Service and Charges.

For help with the Custom Billing Settings of your Billing Provider see the Help Article: Manage Billing Provider Explained - Custom Settings.

A. To edit ‘Billing Provider Info,’ click the ‘Billing Provider Info’ 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 preview CMS 1500 with Billing Provider information, click the ‘CMS 1500 Forms’ card

For more information, see the Help Article: CMS 1500 Forms.

E. To view or change ‘Charges,’ click the ‘Charges’ card

For help changing Charges see the Help Article: Charges.

You’re all set!

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