Getting started
Billing Settings

Billing Settings

Your billing details — pulled into the Superbill and CMS-1500 when you generate them. Fill these in before your first billing document.

Where to set this

Profile → Settings → Billing Settings.

Fields

FieldAppears on
Tax ID (EIN or SSN)CMS-1500
Billing phoneSuperbill, CMS-1500
Billing address (street, city, state, ZIP)Superbill, CMS-1500

If these fields are empty when you generate a billing document, those areas of the form will be blank.

See Superbill and CMS-1500 for the full document formats.