Billing Profiles
Who the payer pays. A billing profile is the entity on the claim’s billing provider loop: its name, its tax identity, and the NPI it bills under.
Who Can See It
Section titled “Who Can See It”User and Administrator. Unlike most screens this one has no licensed module of its own, so it is available wherever the sidebar shows it.
The List
Section titled “The List”| Column | What it shows |
|---|---|
| Organization | The billing entity’s name, where it bills as an organisation |
| Individual | The person, where it bills as one |
| NPI | The identifier it bills under |
| Tax ID | Its tax identity |
| Location | The service location it belongs to |
A profile is either an organisation or an individual, never both, and that choice decides which identifiers the payer expects.
Actions
Section titled “Actions”| Action | What it does | When it is offered |
|---|---|---|
| Create | Adds a profile | Always |
| Edit | Changes one | From the row menu |
| Delete | Removes one | From the row menu |
States
Section titled “States”- Empty - a client with no billing profile says so. Claims need one before they can be filed.
Related: Providers · Claim Exports