Welcome and thank you for choosing to become a Subscriber. We've put together some articles here to help you get started setting up your Account.
Before you begin, you must have set up a Provider Account. If you are a Group Practice, learn about how to create multiple Provider Accounts and link them together using our Account Access feature.
Jump to Section:
Practice Setup
The first step to setting up your Account is completing your Setup screens. Click the links below to learn how to complete each step:
- Practice Setup
- Billing Codes
- Diagnosis Codes
- Insurance Companies
- Client Setup
Now that you have your Practice setup, you can start to explore other features!
Subscriptions
The software offers Wiley Treatment Planner and Electronic Claims Billing as add-on subscriptions.
- Subscribe and Manage your Subscriptions
After you subscribe, these articles may be helpful:
- Learn more about how to use the Wiley Treatment Planner
- Learn how to electronically Bill Claims to Insurance
IMPORTANT: Before you start billing claims electronically be sure to check for any Payers that may need pre-enrollment for electronic billing. You can find more information about pre-enrollment here: EDI and ERA Enrollment.
Once these things are completed, you are ready to add your client sessions and bill!
Add & Bill Client Sessions
You're ready to go! Learn about Adding Client Session and Billing Client workflows.
Merchant Payment Processing
Jituzu is our affiliate merchant account company that you can use to process Client Payments.
If you need a Merchant Account in Jituzu to process your Client payments, that option is available for signup in Jituzu. Setting up your Jituzu account can be as simple as clicking on Calendar in your account. You can set up your Jituzu account and synchronize it to your account in one quick process.
- Here is a quick link that walks you through adding a Merchant Account: Setting up your Merchant Account
Once you are set up with a Merchant Account, you can process your Client credit card payments directly from your account.
This link will walk you through the ways you can process a Client credit card once your Merchant Account is ready: Processing Client Credit Cards
We have a number of resources in our Knowledge Base to help you along the way. You can also get an overview with the 101 Webinar.