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 the ‘Bill Task Preferences’ card
B. To edit ‘Document Task Preferences’ Documents,’ click the ‘Document Task Preferences’ card
C. To add or edit ‘Supporting Documents,’ click the ‘Documents’ card
D. To add or edit ‘Bill Write Off Reasons,’ click the ‘Bill Write Off Reasons’ card
E. To add or edit ‘Second Review Reasons,’ click the ‘Second Review Reasons’ card
F. To add or edit ‘Box 19 Reasons,’ click the ‘Box 19 Reasons’ card
G. To add or edit ‘Billing Templates,’ click the ‘Billing Templates’ card
I. To add or edit ‘Expected Reimbursements,’ click the ‘Expected Reimbursements’ card
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.
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
Custom Billing Settings allows administrators to customize their Billing Providers with Task Preferences, Documents, Bill Write Off Reasons, Second Review Reasons, Box 19 Reasons, Billing Templates, Referring Providers, and Expected Reimbursements.
A. To edit ‘Bill Task Preferences,’ click the ‘Bill Task Preferences’ card
For help changing Bill Task Preferences see the Help Article: Bill Task Preferences.
B. To edit ‘Document Task Preferences’, click the ‘Document Task Preferences’ card
For help changing Document Task Preferences see the Help Article: Document Task Preferences.
C. To add or edit ‘Supporting Documents,’ click the ‘Documents’ card
For help adding to Documents see the Help Article: Documents.
D. To add or edit ‘Bill Write Off Reasons,’ click the ‘Bill Write Off Reasons’ card
For help adding Bill Write Off Reasons see the Help Article: Bill Write Off Reasons.
E. To add or edit ‘Second Review Reasons,’ click the ‘Second Review Reasons’ card
For help adding Second Review Reasons see the Help Article: Second Review Reasons.
F. To add or edit ‘Box 19 Reasons,’ click the ‘Box 19 Reasons’ card
For help adding Box 19 Reasons see the Help Article: Box 19 Reasons.
G. To add or edit ‘Billing Templates,’ click the ‘Billing Templates’ card
For help adding Billing Templates see the Help Article: Billing Templates.
H. To add or edit ‘Referring And Ordering Providers,’ click the ‘Referring And Ordering Providers’ card
For help with Referring And Ordering Providers see the Help Article: Referring And Ordering Providers.
I. To add or edit ‘Expected Reimbursements,’ click the ‘Expected Reimbursements’ card
For help adding Expected Reimbursements see the Help Article: Expected Reimbursements.
You’re all set!