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Go to Administration > Insurances.
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Enter the name of the insurance in the search field.
- Select the insurance from the options listed.
- On the Insurance Info tab, make sure the Financial Class matches the insurance name.
- In the Insurance Options tab, select Send Taxonomy From Staff.
- Click Save.
- Go to Administration > Users.
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Enter the name of the user in the search field.
- Select the user from the options listed.
- In the Contact/Provider Info tab > Taxonomy field, enter the provider's required Blue Cross Taxonomy code.
- Click Save.
RESULT
IMPORTANT: If this user uses their taxonomy for billing other insurances, this would need to be changed when billing those insurances.
