Billing & Insurance Settings

 Billing Configuration

1. Click on Settings > Billing & Services > Billing menu.
2. Configure your billing currency across the application, along with the third-party Stripe payment gateway details.
3. To set your preferred currency for billing, click on the “Billing Currency” dropdown and select a currency from the following options:

• USD 
• CAD
• GBP

4. To configure your Stripe account into the application, enter your “Stripe Publishable Key” and “Security Key” in the input fields to enable secure online payments.
5. If you don’t have a Stripe account, click the “Click Here” link to be redirected to Stripe’s website and create one.

6. Click the “Save Information” button to save your billing settings.

Note: Stripe processes payments on behalf of the provider and deducts a commission before transferring the remaining amount to the user’s Stripe account.

Insurance Configuration

1. In the Insurance Settings section, configure your third-party Availity clearinghouse or other clearinghouse integration.
2. To add a new partner for integration, click on the “Add New Partner” button.

3. In the Add New Partner pop-up, enter the required details, including:

• Partner Name
• Partner ID
• Partner Password
• X12 Sender ID
• X12 Receiver ID
• SFTP Host
• SFTP Port
• SFTP Login ID
• SFTP Password
• SFTP Local Directory
• SFTP Remote Directory
• Set as Default X12 Partner

4. Click on the “Save” button to save the integration details and get them displayed in the list.
5. If you don’t have the clearinghouse configuration details or doesn’t know where to get these, click on the “Onboarding Guide” link to get to know how & where the user get these details.

6. When clicking on the “Onboarding Guide” link a popup appears displaying the steps & procedure to follow to get the configuration details.

7. To edit the partner details, click on the “Edit” icon, change the details, and click “Save” to update the changes.

8. Click “Delete” icon to delete the insurance clearinghouse’s partner details.
9. When deleting a insurance clearinghouse’s partner there are some conditions need to be meet, those are:

• A insurance clearinghouse’s partner cannot be deleted when insurance claims has been submitted to the clearinghouse and while it is processing the payment.
• The insurance clearinghouse’s partner can only be deleted when there are no insurance claims associated with the clearinghouse in the payment processing.