Affiliations are relationships between billing providers and the insurers who represent patients. All Insurers assign a unique Provider Identification Number (PIN) to any organization that submits claims.
Enter a provider PIN by going to Staff > Staff Info.
You can also enter a staff affiliation by going to BillingTracker > File > Affiliations or by clicking the Modify button on the Referral Source form.
If the insured is the client, go to Patients > Demographics > Demographics tab and enter an address.
If the insured is someone other than the client, go to Patients > Demographics > Insurance tab and enter an address.
If the Demographic form displays an address, your next option is to navigate to BillingTracker > Manage Accounts > [select patient] > [double-click claim]. On the Edit Claim screen, make sure that: 1) The correct insurance company is selected, and 2) The screen lists an address for the Responsible Party.
Double check the Balance Assignment by going to BillingTracker > Manage Accounts > [select patient ] > [single-click claim to highlight] > Balance Assignment tab.
If the balances are not properly allocated, click View/Update Balance Assignments to enter the information.
NPI numbers for Billing, Rendering, and Referring Provider are determined by the Insurer Plan NM109 Priority setting. To set the NPI, go to: BillingTracker > File > Setup > Insurer Plan > Claim Details tab > NM109 Priority. Here are some of the details for each setting:
Go to BillingTracker > File > Affiliations or by clicking the Modify button on the Referral Source form to update Provider Affiliations.
Go to Utilities > Maintenance > Building Input. Enter the appropriate nine-digit value in the Tax ID field.
Go to BillingTracker > File > Setup > Electronic Claim Transmission Setup to enable the option for Send Discharge Hour.
This error applies to Institutional claims only.
Go to BillingTracker > File > Setup > Insurer Plans > Claim Details tab and place a checkmark in the Send Primary Info field.