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Setting up insurance billing in the workspace

How do I set up insurance billing?

Updated over a week ago

Setting up insurance billing in your workspace makes the billing process easier for both you and your clients.

In this help guide, we will help you to:


Adding payers

You can add payers to your workspace in two ways. Follow the steps outlined below.

Import a clearinghouse payer into the workspace

  1. Go to Settings.

  2. Navigate to the Insurance page.

  3. Under the Payers panel, select '+Add available payers'.

  4. Search the payer list by payer ID or name.

  5. Select one or many payers to import.

  6. Review the selected payers to import, and click Save.


Add a manual payer

  1. Go to Settings.

  2. Navigate to the Insurance page.

  3. Under the Payers panel, select 'Add payer'.

  4. Fill in the payer details in the form:

    • Payer ID & payer name: Identifies the payer (provided by the payer or clearinghouse).

    • Phone number & address: Used for claim generation and reference.

    • Coverage type: Defines the type of coverage supported.

  5. Click Create.

The payer is now available for use when creating contact insurance policies.

Note: Electronic claims and eligibility checks are not available for manually added payers; however, they can be used to track client policies or paper claims for other insurance providers.


Billing profiles

Billing profiles are used when creating claims and represent the billing information applied when generating claims for specific payers.

Additional billing profiles can be created for individual staff members or specific payers.

Add a new billing profile

  1. Go to Settings.

  2. Navigate to the Insurance page.

  3. Under Billing profiles, click '+Billing profile'.

  4. Enter the billing details and set the access for the staff member.

  5. Click Create.


Update a default billing profile

The default billing profile reflects your workspace billing settings and applies when no other profiles are selected. Any updates to the default billing profile will also update your general billing settings.

  1. Go to Settings.

  2. Navigate to the Insurance page.

  3. Go to Billing profiles.

  4. Click Edit next to the default billing profile.

  5. Update the necessary fields:

    • Provider type, NPI, and taxonomy code (primarily used for U.S. workspaces)

    • Tax number type & tax number (updates billing settings).

    • Billing address

  6. Click Save.

Your default billing profile and settings have been updated and will now apply to all invoices and claims.

With these steps, you can efficiently manage insurance payers and billing profiles within your Carepatron workspace.


Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.

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