We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Clinical Levels

Version 14.19
Path: Practice Management tab > Staff/Providers button

Clinical Level Definitions

  • Non-clinical staff (front desk, billing): This is any staff member who will not be administering vaccines, prescribing medications, drawing labs, or rendering services.
  • Clinical staff (nurse, MA, vaccinator): This is any staff member who functions as a Nurse or Medical Assistant. This will include anyone who may administer vaccines, prescribe medications, or draw labs. Clinical staff has no billing credentials. 
  • Mid-Level Billed Under Supervisor:  This is a Mid-Level Provider that never bills under their own credentials. They are not added to any payers. The only provider on claims is the Supervising Provider.
  • Mid-Level Includes Billing Supervisor: This is a Mid-Level Provider who requires a Supervising Provider on claims. The Mid-Level must appear under all payers where that Mid Level is credentialed. Both providers go out on claim. 
  • Mid-Level Provider Bills Independently: If a Mid-Level is credentialed to bill on any payer, add the Mid-Level to only those payers that the mid level is credentialed. The Mid-Level is the only provider on their claims.
  • Full Provider, No Billing Credentials (Locum): These are your locum providers or any MD/DO that is not credentialed with any payers. This will require a supervising (or Billing Provider in the supervising field in OP). Only the Supervising Provider will go out on claims.
  • Full Provider, Has Billing Credentials: These are MDs/DOs that bill under themselves all of the time. They are the only provider on the claims.
  • Need cosigner: If this has a checkmark, this staff member will need all Encounter and Well Visit Notes to be co-signed. If this is left unchecked they will be able to finalize notes.

How the Mid-Level Clinical Levels Generate on 837 Files

If the Clinical Level is:
Then the claim looks like:
Mid-level provider, billed under Supervisor
Mid-level provider, includes Billing Supervisor
Mid-level provider, Bills Independently
Version 14.10
Main Menu > Utilities > Staff/Provider Directory > Basic Info Tab

Clinical Level Definitions

  • Non-clinical staff (front desk, billing): This is any staff member who will not be administering vaccines, prescribing medications, drawing labs, or rendering services.
  • Clinical staff (nurse, MA, vaccinator): This is any staff member who functions as a Nurse or Medical Assistant. This will include anyone who may administer vaccines, prescribe medications, or draw labs. Clinical staff has no billing credentials. 
  • Mid-Level Billed Under Supervisor:  This is a Mid-Level Provider that never bills under their own credentials. They are not added to any payers. The only provider on claims is the Supervising Provider.
  • Mid-Level Includes Billing Supervisor: This is a Mid-Level Provider who has created a plan of care for patients but will require a Supervising Provider on claims. The Mid-Level must appear under all payers where that Mid Level is credentialed. Both providers go out on claim. 
  • Mid-Level Provider Bills Independently: If a Mid-Level is credentialed to bill on any payer, add the Mid-Level to only those payers that the mid level is credentialed. The Mid-Level is the only provider on their claims.
  • Full Provider, No Billing Credentials (Locum): These are your locum providers or any MD/DO that is not credentialed with any payers. This will require a supervising (or Billing Provider in the supervising field in OP). Only the Supervising Provider will go out on claims.
  • Full Provider, Has Billing Credentials: These are MDs/DOs that bill under themselves all of the time. They are the only provider on the claims.
  • Need cosigner: If this has a checkmark, this staff member will need all Encounter and Well Visit Notes to be co-signed. If this is left unchecked they will be able to finalize notes.

For more information on how to add providers to the payers in which they are credentialed, click here.