Configuring Provider ID Settings in iClinic

1. Introduction 

• Purpose: This guide provides detailed, step-by-step instructions on how to add, update, and manage Provider ID settings within MDLand iClinic. 

• Key Features: Accessing provider ID settings, entering provider IDs for insurance companies, managing billing addresses, resetting to default billing addresses, and deleting provider IDs when needed. 

2. Accessing Provider ID Settings 

1. Log In:  

• Sign in to your MDLand iClinic account. 

2. Navigate to Settings:  

• Locate the Settings Icon on the left-hand side and click on it. 

3. Access Provider ID Section:  

• Click on Billing/Account. 

• Select Provider ID from the left-side menu under the Provider List section. 

3. Adding or Updating Provider IDs 

1. Choose the Provider:  

• In the Provider List, select the provider for whom you need to enter or update the Provider ID. 

2. Select the Insurance:  

• To the right, you will see an Insurance List. 

• Click on the insurance company for which you need to add or update the Provider ID. 

3. Enter the Provider ID:  

• On the right, under Provider/Billing Address, locate the Provider ID (Network ID) field. 

• Enter or update the Provider ID for the selected insurance. 

4. Save Changes:  

• Click Save to apply the updates. 

4. Managing Billing Addresses 

1. Choosing a Specific Billing Address:  

• If the billing address for a specific insurance differs from the default, you can enter it in the Billing Address section. 

• Note: If left blank, the system will use the default billing address. 

A. Setting the Default Billing Address 

1. Navigate to Billing/Pay-To Address Settings:  

• Click on Settings > Billing/Account > Billing/Pay-To Address. 

2. Select Default Address:  

• Each provider can have their own default billing address. 

• Click on an address name to see if the "My Default Billing Address" box is checked. 

• If unchecked, place a checkmark in the box to set it as the default. 

B. Reverting to the Default Billing Address 

1. Reset for a Specific Insurance: 

• In the Provider ID Settings, click the Default Button next to the billing address. 

• A pop-up will appear asking for confirmation. 

• Click OK, then click Save. 

2. Reset for All Insurances: 

• Click the button labeled "Reset All Billing Addresses to Default". 

• Confirm the action in the pop-up window. 

• Note: This action cannot be undone and will reset the default billing address for all insurance companies. 

• Click OK, then Save. 

5. Fee Schedule Rate Section 

• Purpose: Record the provider’s rates/percentages, including:  

• Participant Fee 

• Non-Participant Fee 

• Limiting Charge 

• Important: This section is for reference purposes only and does not affect claims submitted through MDLand iClinic. 

6. Deleting Provider IDs 

1. Select Provider and Insurance:  

• Ensure you have selected the correct Provider and Insurance. 

2. Delete Provider ID and Billing Address:  

• Click the Delete Button near the Save Button. 

• A confirmation pop-up will appear. 

• Click OK to confirm. 

• Important: This action cannot be undone. 

7. Best Practices 

• Double-Check Information: Always verify Provider IDs and billing addresses before saving. 

• Regular Updates: Periodically review Provider ID settings to ensure accuracy. 

• Backup Important Data: Before making bulk changes, ensure data is backed up or documented. 

8. Troubleshooting Tips 

• Changes Not Saving:  

• Ensure all required fields are filled. 

• Refresh the page or clear browser cache if issues persist. 

• Incorrect Billing Address:  

• Use the Reset to Default feature to revert changes. 

• Provider ID Errors:  

• Confirm that the Provider ID format matches the insurance company’s requirements. 

9. Support Guidelines 

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

• Technical Support: Contact MDLand support for technical issues related to Provider ID settings. 

• Billing Department: Consult with your billing team for provider ID-related inquiries and insurance compliance. 

Thank you for following this guide. Proper configuration of Provider ID settings ensures accurate billing, smooth insurance claim processing, and improved operational efficiency within MDLand iClinic.