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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

Avatar menu → Billing → Billing Settings. (Note: this lives on the Billing page, not under Settings.)

These are per-clinician: each provider in an organization fills in their own.

Fields

FieldAppears on
Tax ID Type (EIN or SSN) + the numberSuperbill, CMS-1500
Billing Phone NumberSuperbill, 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.