Billing Setup and Claim Grouping

1. Access the Payer Section

• Go to the Payer section in the left panel.

2. Select the Payer

• Click on the Payer for which you want to edit a service.

3. Navigate to the Billing Settings Tab

• Click on the Billing Settings tab at the top of the page.

4. Enable Merge Appointments

• Check the Merge Appointments option to combine multiple appointments into a single billable line on claims.

• Invoice Only: If enabled, this funding source will generate invoices directly without creating claims.

5. Select Claim Grouping Options

• Choose how claims should be grouped during generation:

  • Check By Place of Service to group claims by the location where services were provided.

  • Check By CPT Code to group claims by the specific procedure codes.

6. Apply Grouping Options

• Your selected grouping options will be applied during claims generation.