Set Default Rendering Provider for Client

 Permissions: You must have Billing Permissions.

Regardless of whom performs the Service, Insurance may require that a specific Provider be set as the Rendering Provider for Clients. Set the Rendering Provider for a Client so that it populates properly on a Claim.

IMPORTANT: Before you begin, ensure that you have changed the Payer level setting to use the Rendering Provider designated in the Client Payer Settings on Claims.

1. Locate Client and open Client Profile.
2. Click Bill To & Insurance Info tab. 
3. Scroll down to Manage Insurance section.
4. Click the Actions drop-down for appropriate insurance, then select Edit Insurance from the drop-down.
5. Select desire Rendering Provider from the Rendering Provider dropdown.
6. Click Save.