If you plan to accept insurance, one of the first things you need to do is set up your Billing Profile. Think of this as your "Digital Business Card."
Instead of re-typing your details every time you enroll with a new payer, you save them once and simply "attach" that profile to your enrollment request.
What goes into a profile?
A profile is a saved folder for your professional details. Depending on whether you bill as an Individual (using your name) or an Organization (using a business name), you will fill out:
Profile Name: A nickname to help you stay organized (e.g., "Main Office").
NPI: Your 10-digit National Provider Identifier.
Tax ID & Type: Your SSN or EIN.
Contact Type: Choose Individual (First/Last Name) or Organization (Business Name).
Address & Contact Info: Your billing street address, email, and phone number.
How many profiles do I need?
Most providers only need one. However, you might create a second or third if you "wear two hats."
Examples of why you’d need more than one:
The "Split" Practice: You use your SSN for some insurance plans but a Business EIN for others.
Naming Variations: One payer has you registered as an individual ("Jane Doe"), while another has you as a business ("Doe Therapy LLC").
By having multiple profiles, you don't have to keep changing your settings. You just pick "Profile A" for Blue Cross and "Profile B" for Aetna.
Next Step: Once your profile is saved, you’re ready to start Transaction Enrollments. This is where we tell the insurance company you're ready to send claims digitally.