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UB-04 Settings Required Billing Information - Explained

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 Providers, Billed Charges, and more!  

Manage Billing Providers is split into two tabs: Required Billing Information and Custom Settings. Read on for information about the Required Billing Information tab.

Here’s how it works.

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

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

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

D. To preview UB04 with Billing Provider information, click the ‘UB04 Forms’ card

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 Providers and Billed Charges.

For help with the Custom Settings of your Billing Provider see the Help Article: UB-04 Settings Custom Settings - Explained.

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

For help with Billing Provider Information see the Help Article: UB-04 Billing Provider Info.

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

For help with Providers see the Help Article: UB-04 Providers.

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

For help changing Billed Charges see the Help Article: UB-04 Billed Charges.

D. To preview UB04 with Billing Provider information, click the ‘UB04 Forms’ card

For more information, see the Help Article: UB-04 Forms.

You’re all set!

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