Practice-Level Format Settings Number, date, and currency formats can be customized for each practice. Click on the Setup module and choose Practice. How to Customize Number, Currency and Date Formats The Practice page will be displayed as shown in Image 1. Click on the button to open the General tab of Practice Options page (Image 2). […]
Category: Setup
Change the Claims Receiver for a Payer
Where to Set the Claims Receiver The claims receiver for a payer can be set or changed on the Insurance Master page. How to Set the Claims Receiver 1. Select Setup from the main menu and then click on Insurance/Plan. 2. When the Search Insurance page opens up, search for the insurance (payer) by typing […]
Setup Billing Method
How to Set up Billing Method The billing method, or the claim submission method, of an insurance is set up from the Insurance Master. 1. From the main menu, click on Setup and then click on Insurance/Plan. The insurance search window appears, as in Image 1. Image 1 2. Search the Insurance either by Name or […]
Setup Individual Or Group NPI/FTID/SSN Through LE
Set up Individual or Group NPI/FTID/SSN Through LE Navigate to the Setup module and select Legal Entity. Select the required legal entity from the left pane in the LE setup screen. Entity Type field Entity Type Claim billing Partnership/Corporation To bill claims using GroupNPI/FTID/SSN Solo/Sole Proprietorship To bill claims using Individual NPI/FTID/SSN Group NPI field […]
Setup Secondary Cross Over [COB]
Setting COB for Insurance Secondary claim creation can be prevented by selecting the option COB on the Secondary Billing Method of a particular insurance. 1. Open the Insurance Master for the insurance you intend to edit. 2. Click on the Secondary Billing Method field, choose COB from the drop-down options, and then click on Save. Image […]