Submit Claims with a Supervisor

If you have unlicensed Clinicians you may be required to include the Supervisors name and NPI on the Claim.

You can submit with a supervisor 2 ways in the system: 

1. 1. You can either populate this information in box 17 of the CMS-1500 Claim Form, Loop 2310D on the 837P EDI File.
      -OR-
   2. Set the Default Rendering Provider to the Supervisor.

Jump to Section:

Populate 17: Name of Referring Provider or Other Source

1. 1. 1. Locate Client and open Client Profile.
      2. Click Bill To & Insurance in side menu.
      3. Scroll down to Referrer section.
      4. Enter Supervisor's First and Last Name.
      5. Enter Supervisors NPI.
      6. Select YES for Use Supervising Provider on Claims.
         
          

The Supervisors name will populate on the Claim with the "DQ" Supervisor qualifier.

Some Insurance Companies require the Supervisor's name to replace the unlicensed Clinicians name as the Rendering Provider in boxes 24 and 31.

In these cases you will need to make the change directly on the Client's invoice, or you can set a default rendering so that the invoice will default to the Supervisor regardless of the appointment staff.

Set Default Rendering Provider

You can now set a default Rendering provider so that when you are billing under a Supervisor NPI you no longer have to change the Rendering Provider every time on the Invoice details to populate the Supervisor NPI as the Rendering.

Enable Payer Settings

1. 1. 1. Click Billing, Insurers in side menu.
      2. Locate appropriate Insurer and click Edit.
      3. Select Use Rendering Provider designated in Client Payer Settings on Claims.
      4. Click Save.
         

Set Rendering Provider in Client Profile

1. 1. 1. Locate Client and open client Profile.
      2. Click Bill To & Insurance Info tab.
      3. Scroll to Manage Insurance section and click Edit for appropriate Insurance.
      4. Select appropriate supervising provider in the Rendering Provider drop-down.
      5. Click Save.
         

Change the Rendering on the Invoice Details

1. 1. Locate Client and open Client Profile.
   2. Click Ledger in side menu.
   3. Click Action for appropriate Invoice and select View Details.
   4. Under Rendering Provider, select the Supervisors Name.
   5. Click Save.
      
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