CollaborateMD: How can the billing provider on our claims default to another provider or facility?

Issue

Is there a way to make sure that—for specific rendering providers—the billing provider is set to the facility?

Environment

CollaborateMD, Roles: Rendering/Billing Providers, Features: Claims

Resolution

To populate a specific Billing Provider on your claims for certain Rendering Providers after the claim is transmitted to CollaborateMD from the Kipu EMR, you will need to set your defaults on a per-payer basis. 

Important: This only works when a specific provider with an existing NPI is transmitted from the Kipu EMR to CMD, and you want the claim to go out with a different provider or your facility NPI on the claim. See Rendering Providers (Integrated Billing) for existing Rendering provider setup. 

Use the following steps to set this configuration up in CMD:

1. Go to the Customer Setup tab on the left-hand side of CollaborateMD.
2. Go to the Payers tab. 
3. Select the payer in question. 
4. On the right-hand side of the screen select Billing Options. 
   
5. Select the Provider tab. 
6. Check the box that says Override Billing Provider.
   
7. Select the magnifying glass from the Billing Provider menu. 
8. Select the provider you want to populate on your claim as the Billing Provider. It should look like this: 
   
9. Save.

These settings will take effect when the claim is sent electronically. You may not see this reflected on the claim upon opening, however, you can always verify what was sent on the electronic claim file (837) by following the instructions in this article: CollaborateMD: How can I verify what was electronically sent on a claim to the payer?

Additional Information

CollaborateMD: How can I verify what was electronically sent on a claim to the payer?
Rendering Providers (Integrated Billing)