Configuring Billing Pay-to Address in iClinic

1. Introduction 

• Purpose: This guide provides detailed, step-by-step instructions on how to configure billing pay-to address settings within MDLand iClinic. 

• Key Features: Adding new billing addresses, managing provider-specific pay-to information, updating default addresses, and troubleshooting common billing issues. 

2. Accessing Billing Pay-to Address Settings 

1. Log In:  

• Sign in to your MDLand iClinic account. 

2. Navigate to Settings:  

• Click on the Settings Icon from the dashboard. 

3. Access Billing Settings:  

• Click on Billing/Account. 

• Select Billing Pay-to Address. 

3. Adding a New Billing Pay-to Address 

1. Click the New Button:  

• Click New to open the Address Editor window. 

2. Select Provider:  

• Choose the relevant provider from the Employee List. 

3. Enter Address Details:  

• Address Name: Enter the name associated with the billing address (e.g., clinic name). 

• Street Address: Input the full street address. 

• ZIP Code: Enter the ZIP code. The system will auto-fill the city and state. 

• Phone Number: Add the contact phone number. 

• Tax ID: Enter the Tax Identification Number (TIN) associated with billing. 

• NPI: Provide the National Provider Identifier (NPI) for the provider. 

4. Group Billing Information (Optional):  

• Enter Group Name, Group Tax ID, and Group NPI if applicable. 

5. Default Billing Address:  

• Check the box labeled “My Default Billing Address” if this should be the provider’s default billing address. 

6. Save Changes:  

• Click Save to store the new address. 

4. Editing an Existing Billing Pay-to Address 

1. Select the Address:  

• Click on the address you want to update from the list. 

2. Modify Details:  

• Make necessary changes to address, contact information, or billing details. 

3. Save Changes:  

• Click Save to apply the updates. 

5. Setting a Default Billing Pay-to Address 

1. Access Address Settings:  

• Open the provider’s billing address details. 

2. Set as Default:  

• Check the box next to “My Default Billing Address”. 

3. Save Changes:  

• Click Save to confirm the default setting. 

6. Deleting a Billing Pay-to Address 

1. Select the Address:  

• Highlight the address you wish to delete. 

2. Click Delete:  

• Confirm the deletion when prompted. 

• Note: This action is irreversible. 

7. Troubleshooting ZIP Code Issues 

• ZIP Extension Required:  

• If prompted for a 4-digit ZIP code extension, visit the USPS ZIP Code Lookup Tool to find the correct extension. 

• Auto-Fill Errors:  

• If the city/state auto-fill incorrectly, manually adjust the fields before saving. 

8. Best Practices 

• Keep Information Updated: Regularly verify billing addresses for accuracy. 

• Default Address Checks: Ensure the default billing address is correct for each provider. 

• Secure Data: Handle sensitive billing information with appropriate security measures. 

9. Troubleshooting Tips 

• Unable to Save Changes:  

• Verify all required fields are filled correctly. 

• Refresh the page or clear your browser cache. 

• Incorrect Billing Address Displayed:  

• Double-check if the default address is set correctly. 

• Error Messages for ZIP Code:  

• Ensure the ZIP code includes the 4-digit extension if required. 

10. Support Guidelines 

• In-App Help: Use the MDLand iClinic help feature for quick assistance. 

• Technical Support: Contact MDLand support for system-related issues. 

• Billing Department: Consult your billing team for compliance-related queries. 

Thank you for following this guide. Properly configuring billing pay-to addresses in MDLand iClinic ensures accurate claims processing, reduces billing errors, and improves revenue cycle management.