ENTERING PROVIDER DATA:
E) SET UP / Providers
1) Rendering Provider Information
a) From the Top Navigational Menu, select ‘Set Up’, then ‘Providers’.
b) Select ‘Add’ to open a blank ‘Edit New Provider Data’ form.
c) ID Code: Create a shortcut/nickname for this provider. (Used by the
software in various screens and reports).
d) Last Name: Enter the Provider’s last name.
e) First Name: Enter the Provider’s first name.
f) MI: Enter the Provider’s middle initial.
g) Title: Enter the Provider’s title or degree (M.D., Ph. D., etc.).
h) Taxonomy: Enter the national specialty codes used to indicate your
provider’s specialty when submitting claims electronically.
i) NPI: Enter the provider’s NPI number.
j) License #: Enter the Provider’s State License number.
k) Type of Service: Select the entity type the provider does business
as.
l) UPIN: Enter the Provider’s Unique Provider Id Number.
2) Billing Provider (Print in Box 33) Information
Complete each field with the information to be shown on the HCFA
1500 claim form Box 33.
3) Insurance ID
a) Click on the blank field under the ‘Type’ column.
b) Click ‘Add’ and select an insurance company from the drop down
menu (refer to section ‘G) SET UP/Insurance’ to add a new one).
c) Enter the ID number assigned to the Provider by that insurance
company in the fields under ‘Box 24J (electronic billing)’ [Rendering
Provider Id Number field on the HCFA 1500 claim form], and ‘Box
33’ [Group Number field 33B on the HCFA 1500 claim form].
CONT . . .
II.
PROGRAM SETUP ...................3-18
4).
COMPANY INFORMATION
5).
PATIENT ACCOUNT NUMBERS (PAN)
6).
DATES VALIDATION
7).
DIAGNOSIS SITES FIELDS
8).
NPI FORMATTING
9).
CALIBRATING YOUR PRINTER
10).
SECURITY
11).
PROVIDERS
12).
FACILITY
13).
INSURANCES
14).
ICD-9 DIAGNOSIS CODES
15).
CPT PROCEDURE CODES
16).
MODIFIERS
17).
CLEARINGHOUSE
18).
REFERRING PHYSICIANS