Billing Profiles for Billing Agents


How to create a billing agent profile


For billing agents with numerous physicians, the Billing Profile feature allows for different settings to co-exist within your account. This is useful when you bill for multiple groups of physicians with different practices.

Use cases:

  • Group of physicians with different specialties (ie/ Sub-specialty vs. Medicine billing)
  • Group of Physicians with different locations (Clinic vs. inpatient billing)

As an example, you bill for a group of Respirologists at a clinic and also a group of Hospitalists:

You can set up the Billing Profile called "Resipirology Clinic" with the following settings:

  • Facility: Outpatient/No Facility
  • Enable Last Diagnostic Code for Patient
  • Favourite codes: A475A, A7XA, E078A

and another Billing Profiled called "Hospitalists" with the following settings:

  • Facility: Mount Sinai (AT)
  • Enable Last Admission Date for Patient
  • Favourite codes: A933A, E082A, A007, IPTMA

Available Settings:

A unique Billing Profile can be configured with the following settings:

How do I create & assign a profile?
You can create multiple billing profiles to your account by enabling the feature as follows:

Top right  --> [Gear Icon] --> Billing Profiles -->  Enable this feature

Setting up a billing profile


Please note a MAIN profile is automatically created which will contain your current settings.

You must use a unique name when creating a new Billing Profile. Once the profile is created, you can assign multiple physicians to your current session. 


Assign a billing profile


Editing and bulk assignment of billing profile

When you first login, you will also experience a new column when selecting a physician, allowing you to know which Billing Profile is currently assigned.

 Billing profile dashboard


How do I customize a profile?
When you navigate to one of your settings, select the Billing Profile you like to apply. The specific settings you configure will only apply to the Billing Profile you have chosen.

When changing a billing profile setting select the correct billing profile 



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