Provider
From the Top Navigational Menu, select "Set Up", and then "Providers".
In the Name field, enter the Billing Provider’s full name. In small offices, where the Provider does business as himself or herself, the Billing Provider name will be the same as the Rendering Provider’s name. If so, this field should remain blank. In cases where the Billing Provider is the Business itself (such as the Clinic name or the Business name), enter that name in this field. This information will print in Box 33 of the HCFA/CMS 1500 Claim Form.
In the Entity field, if the Billing Provider is the same as the Rendering Provider, select Person from the drop-down menu. If the Billing Provider is the Business itself, select non-person.
In the NPI field, enter the NPI number pertaining to the entity used in the Name field. The choice will be either the Provider’s own NPI number (if his or her name was used), or the NPI number of the Business (if the business entity name was used). This information will print in Box 33A of the HCFA/CMS 1500 Claim Form.
Enter the Address, Zip, City, and State, in the fields provided. This information will print in Box 33 of the HCFA/CMS 1500 Claim Form.
Enter the Phone, Fax, and Cell numbers in the fields provided.
Insurance ID Type Fields Bottom portion of the screen
In the field below the column labeled Type, begin by clicking on the “Add” button (at the bottom of this screen), and left click on the first field to open and select the Insurance Company type (Medicare, Medicaid, BCBS, etc.) which will represent this row.
Tab to the column labeled 24J/Electronic field and in the field below, enter the Provider ID number assigned to the Rendering Provider by the Insurance Company type selected in the “Type” column. For example: if the type selected is Blue Shield, enter the Rendering Provider’s Blue Shield ID number. For Commercial insurance types, you’ll enter the Rendering Provider’s Tax ID.
Tab to the column labeled 31 and, in the field below, enter the Provider ID number assigned to the Billing Provider by the Insurance Company type selected in the “Type” column. For example: if the type selected is Blue Shield, enter the Rendering Provider’s Blue Shield ID number. For Commercial insurance types, you’ll enter the Rendering Provider’s Tax ID.
Tab to the column labeled 33B and in the field below, enter the Provider ID number assigned to the Billing Provider by the Insurance Company type selected in the “Type” column. For example: if the type selected is Blue Shield, enter the Rendering Provider’s Blue Shield ID number. For Commercial insurance types, you’ll enter the Rendering Provider’s Tax ID.