As business structures, credentialing processes, and payer mixes vary among pediatric offices, so do needs for which Tax ID number should be sent on claims. The following article outlines set-up steps to ensure that each claim your practice submits contains the correct Tax ID. For each claim, the OP software includes the first Tax ID found while following this order:
- OP will look first for the Tax ID in the Insurance Payer Provider Details > Line 25 (Tax ID) field.
- OP will look second to the Locations tab > Tax ID (Corporate) field.
- If both of the above fields are blank, OP will look to Staff/Provider Directory > Provider Info tab > Federal Tax ID field.
For a visual representation of this order, see the table below:
|Does your Tax ID appear in these tables?||Then, for claims, it will pull from...|
|Insurance Payer Provider Details > Line 25 (Tax ID)||Locations tab > Tax ID (Corporate)||Staff/Provider Directory > Provider Info > Federal Tax ID|
|Yes||Yes||Yes||Insurance Payer Provider Details|
|No||No||Yes||Staff Provider Directory|
|Yes||No||Yes||Insurance Payer Provider Details|
The table below provides examples of how you can set up OP to populate the correct Tax ID on claims.
|If a Practice's Tax ID Varies by||Example Scenario||OP Field to Populate|
Locations tab > Tax ID (Corporate) field
Insurance Payer Provider Details > Line 25 (Tax ID) field
Staff Provider Directory > Provider Info tab > Federal Tax ID
|Warning: If you have any questions regarding the setup of Tax IDs in OP, contact your Implementation Specialist or OP's Support Team.|
The content in this article only applies to users running OP Version 14.9 or later.