Clinic Billing Information

1. From the Settings Menu, select the Company & Clinic Info menu command. The dialog box opens.
2. Locate the ID Information section in the upper-right corner of the dialog box:
   
   
3. From the Agency Type drop-down list, select the type of agency that describes the parent company:
   
4. From the Taxonomy Code drop-down list, select the appropriate code. Taxonomy Codes are HIPAA Standard Transaction Codes that classify health care providers by type and area of specialization. There are specific taxonomy codes for physicians and for the rehabilitation professionals on your staff.
   
5. In the Federal Tax ID # field, enter the federal tax ID number for the parent company. This number may also be used for one or more clinics. If this is the case, enter the same tax ID number in both parts of the dialog box.
6. In the National Provider ID field, enter the NPI for this clinic. The National Provider Identifier is a standard, unique 10 digit identification number for healthcare providers mandated by HIPAA. This number may also be used for one or more clinics. If this is the case, enter the same NPI in both parts of the dialog box.
7. From the Place of Service drop-down list, select the code that describes the kind of location where service is provided:
   

This tab contains the information specific to the clinic you created. You will need to enter:

• Name – The name of the clinic.
• Address and City/State/Zip – The physical address of the clinic.
• Phone – The telephone number of the clinic.
• Fax – The fax number for the clinic.
• Email – An email address that can be used to contact the clinic.
• Active Checkbox – This checkbox tells INSIGHT that this is an active clinic currently seeing patients. If the clinic is no longer active, uncheck this box.

This tab contains the information about the clinic that will go onto the claim form. You will need to enter:

• Billing Name – The name of the entity you want to show up on the claim form.
• Address and City/State/Zip – Address where you want non-electronic payments sent to the company.
• Billing Phone – The telephone number that will be included with the claim.
• Tax ID – The clinic’s unique identifier used for tax purposes.
• National Provider ID – If the clinic has a unique National Provider ID (NPI), enter it in here. If not, enter in the parent company’s NPI.
• Place of Service – Select the appropriate place of service from the drop down list of options.
• Taxonomy Code – Select the appropriate taxonomy code based on the type of service performed at the clinic.

The Pay To Address is only used in a few very specific cases when a company requires a separate lock box address for each individual clinic. Only use this setting if your Implementation Consultant instructs you to.

• Name – The name payments will be to be sent to.
• Address/City/State/Zip – The location the physical check will be sent to.
• Telephone – The phone number to be used for inquiries about payment.
• Use Company Pay To Address - By default, this box is checked. When the box is checked, INSIGHT will use the information listed in the Company Pay To Address in the top right hand of the Company and Clinic Information Dialogue Box. If you have separate lock boxes for each clinic, you can uncheck the box and enter in the address for the Clinic-specific lock box. This address will now override the Company Pay To Address.

Follow the steps below to edit the list of provider numbers for each clinic in the system.

Note: This step is only necessary if the provider number is different for each clinic location.

1. From the Settings Menu, select the Company & Clinic Info menu command. The dialog box opens.

2. From the Clinic drop-down list, select the clinic whose list of provider numbers you want to edit.

3. Locate the list of clinic provider numbers in the lower-right corner of the dialog box:
   

4. To edit the provider number of an existing provider, highlight the current value in the Provider # column for the provider then enter the new provider number.

5. To delete an existing provider for the selected clinic, select the provider in the list then click the Delete button. A message box appears asking to confirm the deletion by clicking Yes or No.

6. To add a new provider and provider number for the selected clinic, click the Add button. A new row appears at the bottom of the list. Click in the Insurance Plans column for the new provider to display a drop-down list button at the right edge of the cell:
   

7. Click the drop-down list button to display a list of available providers:
   
8. Select the new provider from the drop-down list. Then enter the provider number in the Provider # column just to the right of the provider name selected in the previous step: