Institutional Billing - UB-04
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UB-04 Billing Provider Settings

Last update
January 27, 2026

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

From Manage Billing Providers, Organization Administrators control all account setup and preferences from one place, including Providers, Billed Charges, and more!  

Manage Billing Providers is split into three sections: Billing Provider Settings, Incomplete Bill Settings, and Processed Bill Settings. Read on for information about the Required Billing Information tab.

Here’s how it works.

Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider you want to view or edit

A. Add/Edit Billing Provider

B. Add/Edit Providers

C. Add/Edit Charges

D. Add/Edit Bill Task Assignments

Step 1. Click ‘Settings’, then click the name of the Billing Provider you want to view or edit

This will navigate directly to Billing Provider Settings where Providers, Places of Service and Charges can be managed.

A. Add/Edit Billing Provider

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

B. Add/Edit Providers

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

C. Add/Edit Charges

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

D. Add/Edit Bill Task Assignments

For more information, see the Help Article: Bill Task Assignments

You’re all set!

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