The Provider Insurance Information
Screen
Note: Sometimes it is not necessary to use the Provider Insurance Information screen at all, especially when you are generating all of your insurance claims the same way for every carrier. Typically, the Provider Insurance Information screen comes into play whenever you are billing an insurance carrier that requires you to use a different Tax ID or even NPI because of a different enrollment/credentialing setup.
If you find yourself in a situation that requires sending insurance claims for one particular provider with a different configuration than general configuration you have set up in Practice Info, follow the procedure below.
1. Click the File button and select Practice Information.
2. From the Practice Information screen, navigate to the Provider Insurance Information area on the far right hand side, and then click the Add button. The following screen will appear.
3. From the drop down at the top, select the insurance carrier. Claims linked to this insurance carrier will print/transmit according to how you set up the rest of the screen.
4. If you need to indicate different NPIs for both group and individuals, place a check mark next to the label Additional Provider Insurance Information. The screen will expand to reveal more fields, now showing space for both group and rendering provider numbers. If you remove the check mark the screen collapses back in because the assumption is the group and individual NPI/Tax ID are shared.5. Note that the bottom half of the Provider Insurance Information screen is reserved for the group/billing NPI and Tax ID numbers. The top half is used for indicating the provider's individual NPI, also called the rendering provider NPI.
6. Special secondary ID numbers can also be added into this screen whenever a specific insurance carrier requires that you use them (rare).
