Billing IDs
Billing IDs define the identifiers used on insurance claims for providers, facilities, and referring providers. Each billing ID record specifies the NPI, taxonomy code, tax ID, and other identifiers required by specific payers.
Accessing Billing IDs
Billing IDs are accessed from within the detail dialogs for the entity they belong to:
- From Edit Referring Provider — click Edit Referring Provider IDs
- From Edit Facility — click Edit Facility IDs
- From resource/provider setup dialogs
You can also access the billing ID list directly from Setup > Edit Billing IDs.
Billing ID Grid
The grid displays all billing ID records with columns for the entity, limiting criteria, and identifier values:
Limiting Criteria
Each billing ID can be scoped to apply only in specific contexts:
| Field | Description |
|---|---|
| Limiting Provider | Apply only when this provider is on the claim |
| Limiting Provider Class | Apply only for providers in this class |
| Limiting Insurance Co | Apply only for claims to this insurance company |
| Limiting Insurance Class | Apply only for claims to insurers in this class |
| Limiting Facility | Apply only when services are at this facility |
Leave limiting fields blank to make the billing ID apply universally.
Identifier Fields
| Field | Description |
|---|---|
| NPI | National Provider Identifier |
| NPI From Practice | Use the practice-level NPI instead of a specific one |
| Taxonomy | Provider taxonomy code |
| Taxonomy From Practice | Use the practice-level taxonomy code |
| Tax ID | Tax identification number |
| Tax ID Is SSN | Whether the Tax ID is a Social Security Number |
| Tax ID From Practice | Use the practice-level Tax ID |
| Other ID 1 Type / Value | Additional identifier (type and value) |
| Other ID 2 Type / Value | Second additional identifier |
Claim Settings
| Field | Description |
|---|---|
| File Group Claim | Group claim filing option |
| Facility On Claim | Facility to list on the claim |
| Facility On Claim ID Qualifier | Qualifier for the facility ID |
| Referring Provider Non-Person | Flag for non-person referring entities |
| Provider Accepts Assignment | Whether the provider accepts assignment |
Creating a Billing ID
- Open the Billing IDs editor (from the appropriate entity dialog or setup menu)
- Click Insert to add a new record
- Set any limiting criteria to scope when this ID applies
- Enter the NPI (or check NPI From Practice to inherit from practice settings)
- Enter the Taxonomy code (or check Taxonomy From Practice)
- Enter the Tax ID (or check Tax ID From Practice)
- Configure additional identifiers as needed
- Click Ok or press F3 to save
How Billing IDs Are Selected
When InSched generates an insurance claim, it matches the claim's provider, insurance company, and facility against the limiting criteria on billing ID records. The most specific match is used. This allows you to configure different identifiers for different payers or provider/facility combinations.
Clearing Fields
Use the Clear buttons next to the provider, provider class, insurance, insurance class, and facility fields to remove a limiting criterion and make the billing ID apply more broadly.