Insurance Start-up Guide

Setting up your Insurance Profile

To begin setting up your insurance profile, start by logging into your account and navigate to the Settings tab from the main navigation bar on the left. Finally, navigate to Practice Details within Settings and select the Insurance tab.

Please keep in mind that you'll need to complete the credentialing process with a payer prior to submitting your enrollments. After submitting your payer enrollment requests, monitor your status by navigating to Settings, Insurance, and selecting the payers tab. You'll also receive an email notification once your enrollment is active.

Once payer enrollment is active, you can begin submitting claims. Refer to our Claims Guide for detailed instructions on claim submission.  To get to the client level Claims view, go to Clients from the left hand menu, select a client and then select the View button from the top menu, select Insurance, and then finally select a session and select Create Claim.

Creating your Insurance Profile

First, navigate to insurance by selecting Insurance in the Settings section. Then, under the Insurance tab, select the Create a Profile button.

A prompt will appear asking you to select the type of profile you are creating. Choose Organization for a clinic profile or Individual for an individual therapist profile.

You will be presented with an insurance profile form. Most fields in the form will be auto-populated based on your account information. Review and confirm that the following details are accurate:

• Organization or Provider details: NPI (National Provider Identifier), EIN/Tax ID (Employer Identification Number), Taxonomy Code
• Place of Service details: Place of Service Code, Facility NPI, Name, Address, & Phone
• Any other required fields specific to your insurance payers.

Make any necessary corrections or updates and then select Save Profile. Repeat these steps for any additional profiles you may need.

Insurance Payer Enrollment

To enroll an insurance payer, first navigate to Settings, Insurance, and then select the Payers tab at the top of the screen.

Next, select Add Payers in the upper right, and then Lookup Payers.

From the Search Payer menu you can find a payer by either manually scrolling through the alphabetized list or Search by Payer ID or name via the search box.

You can select multiple payers at once if desired. You can either add these payers to your list by selecting Add Payer(s) and Save or you can begin the enrollment process by selecting Enroll.

From here you will need to select a Billing Profile for the payer from the drop down menu. You can add more than one by selecting the + underneath the dropdown menu. When you are finished select Next.

Next, you will need to upload the documents required by the Payer. You can do so by selecting Upload Documents, which brings up a window allowing you to select the requested files. After you are finished, select Next.

You can find the status of your enrollment under Enrollment Status in the Payers menu. You will see the list of Payers you have selected with one of the following statuses:

• Not Started
• Submitted
• Active
• Unenrolling
• Action Required