Bill an Assistant as a Supervisor

For therapists who do not have sign-off permissions, clinics can set them up to bill as another user. This can also eliminate the need for a custom claim rule as clinics can control this setting themselves.

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Set an Assistant to Bill as Supervisor

If a user is not credentialed with an insurance company, or they are a student, and their own names can't be present on the claim, then we can set up the payer settings to bill using the supervisor's NPI. This would be any user who has sign-off permissions and whose service type matches the treating therapist.

When this setting is selected, the treating therapist may be required to select a supervisor to bill as. This would apply to any patient with any payer in the billing sequence.

1. Go to Admin > Basic Setup > Payers.
2. Search for and click on the Payer in question.
3. With the Edit Payer window open, click on the Billing tab.
   
    
4. Find the Assistants section, use the drop-down, and select Bill Using Supervisors NPI.
5. Once satisfied, click the Save Payer button.

Now that this has been set up, the treating therapist may be required to select a supervisor. See the steps below for that process.

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Select a Supervisor on a Daily Note

1. Go to Docs > Daily Notes > In Progress.
2. Open the document that you are trying to sign.
3. Click on the Charges tab.
4. Enter the billing codes for that client.
5. Under the code, look for the drop-down section Supervisor.
   
    
6. Use the drop-down and select your Supervisor.
   
    
7. Continue with your Daily Note, remembering to sign.
    

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