Permissions: You must have Billing Permissions.
Regardless of whom performs the Service, Insurance may require that a specific Provider be set as the Rendering Provider for Clients. Set the Rendering Provider for a Client so that it populates properly on a Claim.
- Locate Client and open Client Profile.
- Click Bill To & Insurance Info tab.
- Scroll down to Manage Insurance section.
- Click the Actions drop-down for appropriate insurance, then select Edit Insurance from the drop-down.
- Select desire Rendering Provider from the Rendering Provider dropdown.
- Click Save.