Welcome to Adracare Support

Table of Contents

• What is a Provider Billing Configuration?
• Creating a Provider Billing Configuration
  • Through Billing Setup
  • Through My Profile
• Updating a Provider Billing Configuration
  • Through Billing Setup
  • Through My Profile
• Troubleshooting

Want to try it out live? Click here for a step by step tour on configuring a provider billing through Billing Setup! Or here if you are a provider and you would like to edit your own!

What is a Provider Billing Configuration?

The providers tab is where you are able to configure Provider information to appear on an invoice. These include:

• Tax Code (if applicable)
• Professional Designation (if applicable)
• Professional College (if applicable)
• Supervisor (if applicable)

Creating a Provider Billing Configuration

There are two ways for a provider's billing configuration to be created or edited. One can be done by a Provider-Admin through the Billing Setup page and the other way allows for the provider to make the changes themselves. 

Method 1: Through Billing Setup

To create a new Provider configuration please follow these steps

1. Navigate to Billing Setup under Settings
2. Click on the Providers tab
3. Press Add on the right side of the screen
4. Fill in the relevant fields
   • Provider - The provider that this configuration is being built for
   • Tax / VAT code - Provider tax number
   • Fee Program - To match a identifying code for the provider when a specific fee program is used. Appears on invoices
   • Degree/Designation (Choose Type) - Professional Degree or Designation to appear on the invoice. Appears on invoices
   • College Name - College that the provider is a part of that needs to appear on the invoice. Appears on invoices
   • Select a Supervisor if Applicable - Links the provider with their supervisor (must be a provider on the platform) if applicable. Appears on invoices
   • Description - Internal description for the provider
     
     
     
     
5. Press Save

Method 2: Through My Profile

To create your billing configuration as a provider, please follow these steps

1. Click on your name in the upper right corner
2. From the dropdown select 'My Profile'
3. Under 'Billing Information' click 'Edit'
   
4. 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.
     
     
5. Click 'Save' when finished or 'Cancel' to undo the revisions

Updating a Provider Billing Configuration

Once a provider configuration is created you are able to edit or delete it either through Billing Setup as a Provider-Admin or through My Profile as a Provider.

Editing A Provider Configuration

Method 1: Through Billing Setup

To edit a provider configuration you need to click on the three dots under the Actions column. Selecting Edit will open the same window you see as when you create a provider configuration.

Method 2: Through My Profile

To update your billing configuration as a provider, please follow these steps

1. Click on your name in the upper right corner
2. From the dropdown select 'My Profile'
3. Under 'Billing Information' click 'Edit'
   
4. Edit any necessary fields
   
   
5. Click 'Save' when finished or 'Cancel' to undo the revisions

Deleting a Provider Billing Configuration

Method 1: Through Billing Setup

To edit a provider configuration you need to click on the three dots under the Actions column. Selecting Delete will delete the provider configuration and make it no longer available for invoice generation.

Method 2: Through My Profile

To delete unnecessary details within your billing configuration as a provider, please follow these steps

1. Click on your name in the upper right corner
2. From the dropdown select 'My Profile'
3. Under 'Billing Information' click 'Edit'
   
4. Delete any unnecessary fields by pressing the red trash can
   
   
5. Click 'Save' when finished or 'Cancel' to undo the revisions

Troubleshooting