This is your Physical Address and Remit Address.
- Set up your Physical Address as your Billing Location where services are rendered. This is the physical address that the Payer has on record.
- If you have a PO Box where remits/checks are sent from the Payer, you will need to set up a Pay To Address as well.
The Location ID will be used in the Billing/Rendering Provider Library to link the Provider to the correct Pay To/Billing Location.
- Select Libraries from the left menu.
- Select Pay To/Billing Locations button.
- Select Add to enter the physical location of your Billing Office that will be used for billing.
- ID: Can be a short alpha-numeric value (this ID cannot be changed after this page is saved)
- Name: Legal name of the practice
- Abbreviation: Most clients use the same one that was used for ID. This is used on reports and on screens where space is limited
- EIN (Tax ID): Tax ID for practice billing
- NPI: Practice NPI
- Taxonomy Code: Some payers are requiring a Taxonomy Code. Use the magnifying glass for lookup, or manually enter the practice taxonomy
- Active: Marked Active by default
- Phone: Office Phone number
- Fax: Optional
- Street Address, City, State, Zip: Enter the Practice's physical address
- Paper Claim Address: Check the box beside Copy (This is the address that shows on a paper claim in Box 33 and must be here for it to show on the HCFA.)
- Use as Receipt Address/Patient Ledger NPI: This setting is useful if your organization has multiple Pay To records to accommodate multiple NPIs and/or addresses.
- Use a Receipt Address: If the system is determining the address being used on a Receipt, the following order of priority will be used:
- The Facility on the attached Reference Batch, if a Facility has been designated
- The Pay To/Billing Address that has been selected using this setting
- The corporate Practice Address on record (call Support to have this addressed changed)
- Use for the NPI displayed on the Patient Ledger: The NPI on the selected Pay To record will be used for the Patient Ledger Report.
- Please note that only one Pay To record can have this option selected, so selecting one will replace any previous selection.
- Select Save [F2].
Post Office Box
If the practice has a PO Box where the mail is received, you need to add a Pay To Location.
- ID: PayTo or other short ID of your choice
- Name: Legal name of the Practice
- Abbreviation: PayTo or short abbreviation of your choice
- EIN, NPI, and Taxonomy Code are not needed on the Pay To Location.
- Active: Defaults to checked
- Phone: Office Phone number is mandatory.
- Street Address, City, State, & Zip: This will be the PO Box address
- Block Address: Check the box beside Copy
- This is the address that shows on a paper claims in HCFA Box 33, UB Box 2, and Dental Box 48.
- You can use this field to shorten the address to fit in the box on the Paper Claim.
- If the field is left blank, the address will default to the Address in the Address panel.
- Select the checkbox to use the Address on the Patient Receipt and use the NPI on the Ledger.
- Select Save [F2].
Deactivate a Billing Location
If you have entered a Billing Location in error, it can be deactivated.
- In the Pay To/Billing Location Library, select Modify next to the location to edit.
- Deselect the Active checkbox.
- Select Save [F2].