Biller Setup

Please review and complete the following items in your system account to ensure proper billing workflows in the system.

Jump to Section:

• Set up My Profile
  • Click Your Name in the top right corner
  • Click My Profile and Settings
  • Update Your Profile information
  • Click Save

• Set Up Your Calendar Preferences
  • Click Your Name in the top right corner
  • Click My Profile and Settings
  • Click Preferences Tab
  • Select your time zone
  • Set your default preferences for your Calendar. This will determine how your Calendar will display.
  • Click Save

• Payer Setup under Billing >Insurers:
  • Add Your Payers
  • Setup EDI File Settings under each payer

• Client Setup
  • Ensure the following items are added under Client>Details
    • First and Last Name
    • Client ID number
    • Home/Mobile Number
    • Address (State is 2 letter abbreviation only)
    • Date of Birth
    • Legal Sex (must match what is on file with the insurance company)
  • Ensure the following items are added under the Bill to and Insurance Tab (left side menu)
    • Effective Date- if unknown please use the earliest date you will bill.
    • Insurer- Insurance Company the system Biller Setup Checklist
    • Insured ID- Enter the Client's ID number from their insurance card. This is also commonly called the Policy Number.
    • Plan Name-not required but will appear on your Client's Insurance card. If no name appears they don't have one
    • Policy of FECA Number - The FECA number is used in cases of Federal Workman's comp claims. Generally, this box will be left blank. To satisfy Medicare requirements, type NONE.
    • Group Number - Not all Clients will have a Group number, but if they do, it will appear on their card. 
    • Accept Assignment - To Accept Assignment means you are accepting the Payers contract rate. If you are In-Network with the Insurance, you must mark Yes.
    • Authorize Payment to Provider - This means you want the payment sent directly to you. Check Yes
    • Client Authorized Release of Information Necessary to Process Claims - Choosing Yes means that the Client has authorized you to release any medical information necessary to process this Claim. This includes diagnosis, procedure, and notes if requested by Insurance. Must be marked YES to submit a claim.

• Once appointments have been held and notes have been created you can begin billing. 
  • Create an Invoice
  • Batch Invoicing
  • Batch Process Invoices

• Once enrollment is complete, you are ready to begin submitting claims in the system.
  • Please watch the following training videos to learn the workflow for submitting claims in the system.
• Submitting a Claim with Ensora Clearinghouse:
  
  
   
• Managing Rejections and Resubmissions with Ensora Clearinghouse: 

  
   

• Reconciling the Ledger with Ensora Clearinghouse: 

   

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