Adding Taxonomy to a Paper Claim

Adding Taxonomy to a Paper Claim

For paper claims, the taxonomy must be entered in the Client Session. You may add a reminder note in the Insurance Setup under Insurance Overrides and is viewable in the Client Session for a client that is set up with that payer.  Simply move your mouse over the Insurance Note box in the upper right corner of the Client Session.

Client Session -- In the Client Session, click to expand the section titled Insurance Company Overrides. 

To populate block 33b, click on Edit Info next to Group/Billing IDs.  In the box that pops up, enter the NPI in the NPI block and enter the taxonomy number in the Alternate ID box. Select the ZZ code from the drop down box next to Alternate ID.  Make sure that you also enter your NPI also.

To populate block 24j, click on Edit Info next to Rendering Provider. Enter the Rendering Provider name and NPI. Enter the taxonomy number in the Alternate ID box. Select the ZZ code from the drop down box next to the Alternate ID.  Make sure that you add your NPI also.

Once you have entered and saved the Client Session, the system will remember it the next time you enter a Client Session for that client.

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