Provider Billing Info for Insurance Company

This enables practices to add billing provider info to be used in box 33 of CMS 1500 form.

1. Click Persons & Institutions | Insurance Companies
2. Select an Insurance Company
3. Click Provider Information
4. Click Add Button for relevant provider

Key fields:

• Use Practice Info Checkbox: selected provider to bill under the practice info, uncheck if billing as individual.
• Entity Type: to bill as individual (Person, Type 1 NPI) or a group entity (Non-person, Type 2 NPI)
• Provider NPI - The National Provider Identifier (NPI) of the Provider
• Tax ID - The Tax ID of the Provider
• SSN - The Social Security Number of the Provider (not required if a Tax ID is listed for the Provider)
• CLIA Number – The Clinical Laboratory Improvement Act number of the provider. Issued to any person or facility that performs laboratory tests on human specimens for the purpose of diagnosis and/or treatment. Not required in most cases

5. Click Ok and Save