If you accept insurance, create a Billing Profile to save the professional details used for payer enrollments.
You can reuse the profile instead of entering the same information for each payer.
Information in a billing profile
Choose whether you bill as an Individual under your name or an Organization under a business name, then enter:
Profile Name: A nickname for the profile, such as "Main Office."
NPI: Your 10-digit National Provider Identifier.
Tax ID & Type: Your SSN or EIN.
Contact Type: Individual with a first and last name, or Organization with a business name.
Address & Contact Info: Your billing address, email address, and phone number.
How many profiles to create
Most providers need one billing profile. You may need more than one when:
You use an SSN for some insurance plans and a business EIN for others.
One payer has you registered as an individual and another has you registered as a business.
Separate profiles let you choose the details that match each payer contract without changing your saved information.