PERMISSIONS REQUIRED: You must have Billing Permissions.
Regardless of who performs the Service, Insurance may require that a specific Provider be set as the Rendering Provider for Clients. Set the Rendering Provider for a Client so that it populates properly on a Claim.
IMPORTANT: Before you begin, ensure that you have changed the Payer level setting to use the Rendering Provider designated in the Client Payer Settings on Claims. Learn More: Enable payer to designate client level rendering provider
- Locate Client and open Client Profile.
- Click the Bill To & Insurance Info tab.
- Scroll down to Manage Insurance section.
- Click the Actions drop-down for appropriate insurance, then select Edit Insurance from the drop-down.
- Select the Default Rendering Provider from the dropdown.
- Optional: Click Edit Rendering Providers to add or remove additional rendering providers. You can have up to five additional rendering providers.
NOTE: If a user generates an invoice that is matched to more than one rendering provider, a pop up message will alert the user. The user can choose to generate the invoice with the default rendering provider, or separate the line items before the invoice is created if two rendering providers are needed.
- Click Save in the top-right corner.