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 on Persons and Institutions | Insurance Companies
  2. Select an Insurance Company
  3. Click on Provider Information
  4. Click on 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
  1. Click on Ok and Save
Give feedback about this article
Was this article helpful?

header-top-left-border Created with Sketch.
header-top-right-border Created with Sketch.