Manual → Start Billing in 30 Minutes → Provider Quick Setup

Provider Quick Setup

First Claim Only

For your first claim, only complete the top section of the Provider screen.
You do not need to fill every tab or field.

This is enough to submit a valid claim.

What to Fill Out (Top Section Only)

ID Code

• Short internal code
• Example: TS, SMITH, JDOE

Last Name / First Name / MI

Title

• Example: MD, DO, NP, PA

Tax ID

• Enter EIN or SSN, based on how the provider is credentialed
• Select the correct option

Taxonomy

• Required by many payers
• Enter if known

NPI

• 10 digits, numbers only
• Required for claims

Specialty / Type of Service

• Select if applicable
• Safe to leave default for first claim if unsure

Only fill out fields that apply.
Do not guess.

What You Can Skip for Now

You do not need to complete these tabs to print your first claim:

• Billing Provider (Box 33)
• Pay to Address
• Pay to P.O. Box
• Insurance ID

These are used when:

• Billing under a business instead of an individual
• Using payer-specific IDs
• Handling advanced billing scenarios

We’ll set these up later.

Important to Know

• Rendering and Billing Provider can be the same
• Provider data can be edited at any time
• Nothing here is locked in
• Incomplete or guessed data causes rejections — accuracy matters more than speed

Save and Continue

Click Save once the top section is complete.

You can now:

• Assign the provider to a patient
• Create a claim
• Continue setup