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Insurance Setup

Before filing your first claim, two things must be in place: your billing identity (who the claim says is billing) and your payers (who it's sent to). Contracted rates and per-payer overrides come after, as needed.

1. Your Billing Identity​

Claims are assembled from identifiers in two places:

  • Each clinician's own credentials — NPI, license, and taxonomy code — live at Settings → Profile, under Clinical Information. The taxonomy picker covers the common behavioral-health codes (counselors, psychologists, social workers, MFTs, psychiatrists, and more); the rendering clinician's code goes on each claim line (CMS-1500 Box 24J).
  • Practice-level billing details live at Settings → Insurance & Superbills: the Billing Provider Type (bill as the Organization or as the Individual clinician — this decides Box 33), Tax ID and how it displays, the Organization NPI (Type 2) (Box 33a), the practice taxonomy (Box 33b, when billing as an organization), and the Billing Provider Address (Box 33).

This same page holds the "Enable Insurance Features" switch that turns on the Insurance area for your account.

2. Payers​

Payers are the insurance companies you bill. Adding one is usually a search of the built-in national directory:

  1. Go to Settings → Payer Enrollment and click Search available payers — "Type to search from over 3,400 payers in the network."
  2. Pick your payer and follow the enrollment steps so ERAs and claim status flow back electronically.
  3. Payer truly not in the directory? Request a connection, or Add payer manually — with the honest caveat the form itself gives you: "Manually adding a payer to your list doesn't create an electronic claim filing connection with the payer." Manual payers work for paper claims, superbills, and coverage records.

3. Per-Payer Billing Profiles (when needed)​

If a payer credentialed you under different details than your practice defaults — a different NPI, Tax ID, taxonomy, or address — set a billing profile override for just that payer: from Settings → Insurance & Superbills ("Add billing profile") or the gear icon on the payer's enrollment row. "Leave fields blank to use your practice-level settings." Claims to that payer then use the override; everyone else gets your defaults.

4. Contracted Rates (reference)​

You can record what each payer has agreed to pay per service — open it from the Contracted rates icon on a payer's enrollment row. One thing to be clear about, straight from the page: "Reference only — contracted rates do not affect billing amounts or claims." They're your in-network cheat sheet for spotting underpayment on ERAs, not a rate engine. (Client-facing estimates come from the coverage's copay/coinsurance fields — see Balances & deductibles.)

What's Next​