Update Office Info Tab

The Office Info section stores all of your practice location and tax information. This information is used in many areas of the system such as handouts, claims, and reports.

Navigation

1. Go to the Gear icon in the upper right corner.

2. Use the pulldown menu to select EMR Settings

3. Choose Update Office Info

Set Up Office Location-Office Info Tab

Part of your system setup will be to add your locations and office information. As your practice grows and adds new locations or moves, you may add additional addresses here.

1. Enter your center's "Default Practice Name". This name will be displayed on treatment calendars, handouts, etc.

2. To add an office address click Add Another Location.

Fill in the office name, address, and phone/fax numbers. This information will be displayed on reports, prescriptions, etc.

Click Save Location to save the information

Add as many addresses as is appropriate for your practice.

Insurance Tax Info Setup Tab 

Introduction

The Insurance Tax Info Setup tab holds all of your location a practitioner tax ID information. On this screen, you can set a default location for each Practitioner as well as select whether to use the location or practitioner ID for each location. This tax information is used when submitting claims through Change Healthcare.

Enter Tax ID Information for Practice Locations and Practitioners

1. Location Tax Information: This lists all of the locations stored in Office Info and their associated tax ID numbers.

2. Practitioner Location Tax Information: This lists all of the users with the role of Practitioner in the system.

3. Default Tax: This shows the selection of tax ID by location for the selected practitioner.

To add the location's tax ID, click on the row you want to edit and enter in the ID.

1. To add the practitioner's tax ID, click on the row you want to edit and enter in the ID.

2. Once you select a practitioner row, you can set the practitioner's default location.

1. To add the practitioner's tax ID, click on the row you want to edit and enter in the ID.
2. Select the Tax ID number by either Location or Insurance Plan.  If you have to bill under a specific Tax ID number for a certain insurance, select the insurance plan radio button.
3. Once you have selected a practitioner, you will be able to choose between using the Location Tax ID and Practitioner.

                          

                                     

To Bill a Specific Tax ID for a Certain Insurance

 

1. Select the Insurance Plan radio key. 
2. Click on Add Insurance Tax ID. The following box will appear.

 

1. Select the insurance plan from the dropdown box.
2. Enter the Tax ID that you will be using specifically for this insurance.
3. Enter the Effective Date of when you want this change to take effect.
4. Click Save.

The insurance has now been added to the list under the practitioner.

NPI Setup Tab

  

Introduction

  

The NPI Setup tab holds all of your location a practitioner NPI information. On this screen, you can set a default location for each Practitioner as well as select whether to use the location or practitioner ID for each location. This information is used when submitting claims through Change Healthcare.

 

 

Location NPI Information: This lists all of the locations stored in Office Info and their associated NPI numbers.

1. Practitioner NPI Information: This lists all of the users with the role of Practitioner in the system. 
2. Default NPI#: This shows the selection of NPI# by location for the selected practitioner.

  

To add the location's NPI, click on row you want to edit and enter it under the NPI# column.

  

1. To add the practitioner and group NPI numbers, click on the row you want to edit and enter it under each column.
2.  Once you select a practitioner row, you can set the practitioner's default location.

   

1. To add the practitioner's NPI, click on the row you want to edit and enter in the practitioner and group NPI numbers.
2. Select the NPI by either Location or Insurance Plan. If you have to bill under a specific NPI number for a certain insurance, select the insurance plan radio button.
3. Once you select a practitioner row, you can set the practitioner's default location.

  

To Bill a Specific NPI for a Certain Insurance

 

 

1. Select the Insurance Plan radio key.
2. Click on Add Insurance NPI. The following box will appear.

1. Select the insurance plan from the dropdown box.
2. Enter the NPI that you will be using specifically for this insurance.
3. Click Save.

  

Provider # Tab

The provider # tabs is for clinics where your payers require a specific provider #, not a NPI, to be used for billing to occur.

1. Select the provider.
2. Click Add Insurance # box.

1. Select the insurance from the dropdown box.
2. Enter the Provider # you will use for this insurance. Click Save.

The insurance with the provider # will display.

1. To edit the information, click on the pencil icon.
2. To delete the entered information, click on the trash can icon.

Biller Information Tab

  

This tab stores all of the biller information for use with the Change Healthcare integration.  A claim will not be accepted by Change Healthcare without the Contact Name, Email, Fax, and Telephone Number.  

   

Every location has a slot to enter in the main biller for the location. This contact information will be used if the clearinghouse or payer needs to contact the biller directly with an issue.

    

Service Location Info Tab

The Service Location Info tab stores all of the location information for the places outside of your practice that a patient may be seen.

  

1. Select a practitioner. After a practitioner is selected, all of the locations for that practitioner will display on the right. To filter down further, select a Service Type to see the locations of that service type.

 

2. To add a new location, click Add New Service Location.

   

After clicking Add New Service Location, fill in the service location's name and service type. The address information is also important if using this location in uploaded claims. Click Save to save the location.

    

Central Billing Location Info Tab

The Central Billing Location Info tab allows you to have all payment payments sent to one address regardless of the service location.

1. Click on the Central Billing tab.
2. Enter the name and address of the location where you want all payments to be sent to.
3. Click Save location.

**All manuals are compliant with HIPPA regulations. No patient information has been released. All screenshots above were taken from a test clinic with fake patient information.