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Locate Billing Information in the Staff Directory

Version 20.3
Path: Practice Management tab > Staff/Providers

Overview

The Provider Info and Practice Info tabs in the Staff Directory hold the credentialing numbers used for billing, requisitions, and e-Prescribing.

Provider Info Tab

  1. Select a provider in the Staff Name column in the Staff Directory.
  2. Click on the Provider Info tab to locate the provider's:
  • Signature name
  • Federal Tax ID or SSN

Note: The Federal Tax ID should always be entered on this tab. For more information on how this field is used for billing purposes, review the Tax ID Setup page.

  • Provider NPI
  • Auto-population of referring provider


Practice Info Tab

The Practice Info tab is where the Billing/Pay to Information and the Practice NPI fields can be found.

Note: This Practice NPI field is the last place OP will look when adding a Group NPI to claim. For more information on the order in which OP looks for Group NPI, visit Group NPI Setup.

Version 20.2
Path: Practice Management tab > Staff/Providers

Overview

The Provider Info and Practice Info tabs in the Staff Directory hold the credentialing numbers used for billing, requisitions, and e-Prescribing.

Provider Info Tab

  1. Select a provider in the Staff Name column in the Staff Directory.
  2. Click on the Provider Info tab to locate the provider's:
  •  Signature name
  • Federal Tax ID or SSN

Note: The Federal Tax ID should always be entered on this tab. For more information on how this field is used for billing purposes, review the Tax ID Setup page.

  • Provider NPI

Practice Info Tab

The Practice Info tab is where the Billing/Pay to Information and the Practice NPI fields can be found.

Note: This Practice NPI field is the last place OP will look when adding a Group NPI to claim. For more information on the order in which OP looks for Group NPI, visit Group NPI Setup.