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.
2. Search the insurance either by Name or by Payer ID. As you begin typing, a list of matching insurances will be listed.
3. Click the appropriate insurance (or the 
button) to edit the claim submission (billing) method as electronic or paper.
button) to edit the claim submission (billing) method as electronic or paper.4. Click the Primary Billing Method/Secondary Billing Method field and choose EDI for Electronic Claim and Paper for Paper Claim from the drop-down options, and update as required.
5. Click Save to update the changes.