Clinic Billing Information

In this topic, you will learn how to edit basic information used in billing claims for clinics in the system.

Note: When entering patient, insurance, or clinic names and addresses, please do not use any special characters such as quotation marks, parentheses, or brackets. Special characters, extra spaces, and punctuation entered in the wrong place can all cause claims to be rejected at the clearinghouse or payer level. As a best practice, always review manually typed information for accuracy.

Opening the Company Info and Clinic Management Dialog

You enter and edit company and clinic info using the Company Info and Clinic Management dialog box. To open the Company Info and Clinic Management dialog box, first pull down the Settings menu, then select the Company & Clinic Info command:

Where To Find Billing Info

There are five sections of the Company Info and Clinic Management dialog box where you edit information used for billing:

  • ID Information (parent company)
  • Clinic Info Tab
  • Clinic Billing Info Tab
  • Clinic Pay To Address Info Tab
  • Clinic Provider Numbers
Click here to move×