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Billing Provider Settings Explained - Billing Settings - Required

Last update
August 14, 2023

Billing Provider Settings is where it’s at: the driver’s seat.

From Billing Provider Settings, Administrators control all account setup and preferences from one place, including Billed Charges, Rendering Providers, Places of Service and more!  

Billing Provider Settings is split into three tabs: Billing Settings - Required, Billing Settings - Custom, and RFA Settings. For information about Custom Settings, see the Help Article: Billing Provider Settings Explained - Billing Settings - Custom. For information about RFA Settings, see the Help Article: Billing Provider Settings 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 ‘Settings’, then click the name of the Billing Provider you want to view or edit

This will navigate directly to Billing Settings - Required for that Billing Provider which 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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