Changing billing, rendering, and pay-to providers

There are three provider blocks:

·       Billing Provider

·       Rendering Provider

·       Pay-To Provider

Claims are assigned to providers according to the practice defaults set in the Office Manager.  

To change a provider for a claim

1.   In the Ledger transaction log, double-click an insurance claim or payment or a pre-authorization estimate.

The Insurance Claim or Preauthorization Estimate window appears.

2.   Double-click the appropriate provider block.

The Select Provider dialog box appears.

Tip: You can sort the list by clicking the column headers.

3.   Select the provider you want to change to and click OK.