What is a Provider Billing Configuration?
The provider billing configuration is how you control what appears on invoices, updating this is how you can include the following items:
- Tax Code (if applicable)
- Professional Designation (if applicable)
- Professional College (if applicable)
- Supervisor (if applicable)
Acessing your Billing Configuration
To access your billing configuration, you should take the following steps:
- Click on your name in the upper right corner
- From the dropdown select 'My Profile'
- Under 'Billing Information' click 'Edit'
Updating your Billing Profile
- Fill in the relevant fields by clicking 'Add' under each heading
- Tax / VAT code - Provider tax number
- Fee Program - To match a identifying code for the provider when a specific fee program is used.
- Degree/Designation (Choose Type) - Professional Degree or Designation to appear on the invoice.
-
College Name - College that the provider is a part of that needs to appear on the invoice.
A provider cannot add or remove their supervisor, this must be done by a provider-admin through Billing Setup.
- or delete any unnecessary fields by pressing the red trash can
- Click 'Save' when finished or 'Cancel' to undo the revisions
