Before submitting electronic claims, your practice must complete enrollment with each insurance payer. This links your billing details (NPI, Tax ID) with the payer system to ensure claims are accepted.
Steps to Manage Enrollments:
Go to Billing → Enrollments in the left sidebar.
You’ll see a table with the following columns: Payer Name, Payer ID, Profile Name, Status, More Details.
To create a new enrollment:
Click "+ Create Enrollment".
Search for the Payer Name.
Select a Profile from the dropdown.
Review the profile summary.
Click Submit to complete the enrollment.
4. Click More Details to view service codes, descriptions, standard rates, and any existing comments. You can also add new service codes with their standard rates here.