If your group practice uses insurance billing with Upheal, here are a few things to keep in mind.
Billing permissions in group practices
Admins and providers have different permissions when it comes to insurance billing.
Admin permissions
Set up billing for the organization
Create and manage billing profiles
Enroll payers
Set up client insurance policies
Create and manage claims for any provider
Track and add payments across the organization
Provider permissions
Set up and manage insurance policies for clients they have access to (including shared clients with admins)
Create, edit, correct, and submit claims for their own sessions
Manage claims for their own sessions even when the claim was originally created by an admin
View claims connected to other providers’ sessions when they share access to the client
Claims for another provider’s sessions are read-only. The provider cannot edit or submit them, correct them, or add payments.
Claim permissions are based on the session included in the claim, not on who created the claim.
For example, if an admin creates a claim for a provider’s session, that provider can still edit, correct, and submit the claim.
Adding billing profiles for providers
If you are an admin for a group practice or organization, and need to add billing profiles for other team members, here's how:
Go to Settings in the left menu.
Click Billing profiles.
Click Add profile.
Under Billing as, select Individual.
Select a provider from the dropdown menu.
Fill in the provider's information, including NPI and tax ID, and click Add profile.
