Settings / Manage Billing Providers
Billing Settings - Custom

Manage Billing Provider Explained - Custom Settings

Last update
December 5, 2022

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 Billing Settings - Required, see the Help Article: Manage Billing Provider Explained - Billing Settings - Required. For information about RFA Settings, see the Help Article: Manage Billing Provider Explained - RFA Settings.

Read on for information about the Billing Settings - Custom tab.

Here’s how it works.

A. To edit ‘Bill Task Preferences,’ click ‘Bill Task Preferences’

B. To add or edit ‘Supporting Documents,’ click ‘Documents’

C. To add or edit ‘Bill Write Off Reasons,’ click ‘Bill Write Off Reasons’

D. To add or edit ‘Second Review Reasons,’ click ‘Second Review Reasons’

E. To add or edit ‘Box 19 Reasons,’ click ‘Box 19 Reasons’

F. To add or edit ‘Billing Templates,’ click ‘Billing Templates’

G. To add or edit ‘Referring And Ordering Providers,’ click ‘Referring And Ordering Providers’

H. To add or edit Expected Fee Schedule amounts, click ‘Expected Reimbursements’

I. To enable or edit  Automatic Bill Close click ‘Bill Close: Automatic’

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 - Custom’ tab

Billing Settings - Custom allows user who are Administrators to customize the following settings for individual Billing Providers:

Bill Task Preferences

Documents

Bill Write Off Reasons

Second Review / Appeal Reasons

Box 19 Reasons (not available for Florida or New York Billing Providers)

Billing Templates

Referring Providers

Expected Reimbursements

Bill Close: Automatic

A. To edit ‘Bill Task Preferences,’ click ‘Bill Task Preferences’

For help changing Bill Task Preferences see the Help Article: Bill Task Preferences.

B. To add or edit ‘Supporting Documents,’ click ‘Documents’

For help adding to Documents see the Help Article: Documents.

C. To add or edit ‘Bill Write Off Reasons,’ click ‘Bill Write Off Reasons’

For help adding Bill Write Off Reasons see the Help Article: Bill Write Off Reasons.

D. To add or edit ‘Second Review Reasons,’ click ‘Second Review Reasons’

For help adding Second Review Reasons see the Help Article: Second Review Reasons.

E. To add or edit ‘Box 19 Reasons,’ click ‘Box 19 Reasons’

For help adding Box 19 Reasons see the Help Article: Box 19 Reasons.  This feature may not be available for Billing Providers based in Florida and New York.

F. To add or edit ‘Billing Templates,’ click ‘Billing Templates’

For help adding Billing Templates see the Help Article: Billing Templates.

G. To add or edit ‘Referring And Ordering Providers,’ click ‘Referring And Ordering Providers’

For help with Referring And Ordering Providers see the Help Article: Referring And Ordering Providers.

H. To add or edit Expected Fee Schedule amounts, click ‘Expected Reimbursements’

For help adding Expected Reimbursements see the Help Article: Expected Reimbursements.

I. To enable or edit  Automatic Bill Close click ‘Bill Close: Automatic’

For help enabling Automatic Bill Close, see the Help Article: Automatic Bill Close.

You’re all set!

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