Billing Setup Overview

Billing Setup

If you have a Group Practice, after you have completed your Billing Setup, you can copy over all of that information to all Providers in your Practice. Learn more about that here.

Diagnosis Codes

Billing Codes

Insurance Payers

You can setup Insurance Companies in My Clients Plus. Doing so will give you easy access when setup Clients and in your Reporting. You can set up Paper Insurance Payers and Electronic Payers, both of these will be added to a "favorites" list for each type respectively. 

While the process for adding Paper or Electronic Payers is similar, there are some key differences. Learn more about each by clicking the links below

• Set Practice Print Scaling & Printer Adjustments
• Setup Electronic Insurance Payer
• Setup Paper Insurance Payer