Overview
The Historical Billing Info feature in ChiroHD is designed to help manage billing transitions when there is a change in providers within a practice. This ensures that claims are billed under the correct NPI for different time periods.
Accessing Historical Billing Info
To access the Historical Billing Info feature:
Navigate to your live location.
Settings.
Select Office Configuration.
Click on Historical Billing Info.
Purpose of Historical Billing Info
This feature is primarily used when there is a transition of providers in an office. If billing needs to continue under the outgoing provider’s NPI for a set period before transitioning to a new provider’s NPI, this tool ensures a seamless switch without manual intervention.
Creating a Historical Billing Record
To set up a historical billing record:
Click Create Historical Billing Info.
Enter the required details:
Start and End Dates for the billing period.
Location Name and Legal Name.
Phone Number and Address.
Default Calendar Provider and Default Billing Provider.
Location NPI Number, if a change is needed.
(Optional) Specify a Third-Party Payer if billing for a specific payer needs to be handled differently.
Save the record to apply changes.
Important Considerations
General NPI changes should be configured in Office Info, but this tool ensures billing transitions are handled correctly.
If no third-party payer is specified, the default billing settings will apply.
Key Takeaways
Historical Billing Info allows for smooth transitions between provider NPIs.
Billing can be set with specific start and stop dates to ensure accuracy.
This feature helps avoid manual claim adjustments by automating the NPI transition process.