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 Billed Charges, Rendering Providers, Places of Service and more!  

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

Here’s how it works.

A. To edit ‘Task Assignments,’ click the ‘Task Preferences’ card

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

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

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

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

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

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

H. To add or edit ‘Expected Reimbursements,’ click the ‘Expected Reimbursements’ card

I. To add or edit ‘RFA Templates,’ click the ‘RFA Templates’ 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 ‘Custom Settings’ tab

Custom Settings allows Organization Admins to customize their Billing Providers with Task Preferences, Documents, Bill Write Off Reasons, Second Review Reasons, Box 19 Reasons, Billing Templates, Referring Providers, Expected Reimbursements, and RFA Templates.

A. To edit ‘Task Preferences,’ click the ‘Task Preferences’ card

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

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

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

C. 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.

D. 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.

E. 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.

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

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

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

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

H. To add or edit ‘Expected Reimbursements,’ click the ‘Expected Reimbursements’ card

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

I. To add or edit ‘RFA Templates,’ click the ‘RFA Templates’ card

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

You’re all set!