Adding Taxonomy Code Or Other Specific Pins/Qualifiers

To add Specific Pins/Payer Rules or qualifiers to a payer follow these steps:

When adding a specific pin/qualifier to a payer, this information will only print on this payers HCFA. If this info needs to be applied to several payers, you will have to add them in one at a time. 

On the Main Menu:

Go to Admin-->Billing Entities-->Select Doctor's name --> Edit

Click on the tab called Specific Pin's

 

Click on Add Other ID

 

Select Payer that the taxonomy needs to be added to--> click ok

Then click on the green check mark under either Group or Individual

 

Look for the Qualifier called Provider Taxonomy (zz)----> highlight it--->click save--->

(Please note: If you want to enter a PTAN number for Medicare, choose 1c)

 

Tab over to enter your Taxonomy number and click on Save

 

Then Click on Save once more

 

All Set!!

- Support Information -

 If you have any questions or need assistance with this process please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen. ***This has the fastest response time***

Phone: [phone]

Email:[e-mail] 

Business Hours: Monday-Friday 8am-6pm CST