Category: Setup

Provider Master Image A   1. To access Provider Master, go to the Setup module from the main menu and click on Provider. 2. To add new providers, you need to contact our sales team or support team. 3. Existing providers are listed on the left pane. Click on any provider on the left pane […]

Important information regarding Legal Entity Setup a. Legal Entity holds your Practice’s Physical and Pay to Address and also controls whether the billing is done at an individual level or a Group level. This information is defined at the Entity Type field of the LE screen. If you’ve chosen any of the Group Entity Types, […]

This article explains the following A. Features in the Insurance Search Screen B. How to add a new insurance company C. How to Add and Edit Insurance Plans D. How to edit insurance company information E. How to merge two or more insurance company records into one. Insurance Search Screen Image 1 1. Select Setup […]

Secondary ID s are insurance-specific. Some payers require the Secondary ID of providers in addition to their NPIs to be sent on claims. The provider’s secondary ID is set up from Provider Set Up screen. Go to Setup from the main menu and choose Provider. Select the required provider and click on . Setup Secondary […]

Adding a prefix to the MR number can be done only by a person with admin capability. 1. Click on the Setup from the main menu and choose Practice. 2. The Practice page will be displayed as shown in Image 1. Image 1 3. Click on the button to open the General tab of Practice […]

Number, date, and currency formats can be customized for each practice. Click on the Setup module and choose Practice. The Practice page will be displayed as shown in Image 1. Image 1 Click on the button to open the General tab of Practice Options page (Image 2). Image 2 The highlighted fields in Image 2 are […]

The Claims receiver for a payer can be changed on the Insurance Master page. 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 the full/partial name of the payer on the Company Name field. As you type […]

Billing Method or the Claim submission method of particular 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 by Payer ID. As you type, a list […]

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 set up 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 […]

Secondary claim creation can be prevented by selecting the option ‘COB’ on the Secondary Billing Method of a particular Insurance. 1. Open insurance master of the insurance you want to edit. 2. Click on the Secondary Billing Method field, choose COB from the drop-down options and then click on Save. Image 1