Institutional Billing - UB-04
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UB-04 Billing Provider Info

Last update
January 27, 2026

Update your Billing Provider Information, including your Pay-to address, phone and fax number.

Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider

This will navigate directly to the Required Billing Settings.

A. Edit UB04 Information

From the UB04 Information section, you can modify the following fields:

  • Billing Provider Name
  • NPI
  • Taxonomy Code
  • Pay-to Address

To deactivate a Billing Provider and prevent it from displaying in your Billing Provider Menu, toggle the ‘Deactivate’ button.

To make modifications, click ‘Edit’

B. Additional Billing Provider Settings

From the Additional Billing Provider Settings section, Administrators can modify the following:

  • Default injury state
  • Nickname
  • County (California specific)
  • Facility Type
  • User Access
  • Signature (used on SBRs)
  • Practice Fax

You’re all set!

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