Company and Clinic Setup

How to enter basic information about your company and clinics.

Note: When entering company and 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.

Company and Clinic Info

In the process of setting up Insight EMR for your company and clinics, there are various bits of information that are used in various parts of the application. This information includes:

  • Name, address, and phone numbers for the parent company of one or more clinics
  • Name, address, phone numbers, and e-mail address for individual clinics
  • Billing information for individual clinics, including tax and provider ID numbers and listing of insurance providers
  • Billing ID information including agency type and taxonomy code
  • Pay To Address information.

These values can appear on patient statements and various billing documents and records and are entered and modified in the Company and Clinic Management Dialogue Box.

Click here to move×