This article is meant to assist you with adding Insurance Providers that can be used on the Insurance tab for Cases.
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Insurance Provider Layout
Image: “Insurance Provider Layout”
Adding an Insurance Provider
To add an insurance provider, go to Organization Billing and select Setup: Insurance Providers. From there, click on the Add Provider button.
Image: “Add Insurance Provider”
Once you selected Add Provider, fill in the required fields and any additional information.
Image: “Insurance Provider General Screen”
|EDI Payer ID|
|EDI Payer Name|
|Ref. Physician Last Name|
|Ref. Physician First Name|
|Ref. Physician Middle|
|Ref. Physician NPI|
|Require “Patient Signature on File” (12)|
|Require “Insured Signature on File” (13)|
|Requires Prior Authorization|
|Combine service lines that occur on the same date|
|Put therapist license # in 24J gray box|
|If no license #, use supervisor as Rendering Provider|
|Always use organization NPI|
|Use referring physician as Rendering Provider|
|Do not send Rendering Provider at Service Line Level (2420A)|
|Do not accept assignment (27)|
|Use client address in Box 32 when place of service code is “12-Home”|
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