Configuring Service Facilities for Insurance Billing

The facility must have certain identifying information before a claim can be submitted for services provided at the facilities.

Back Office | People / Places, Service Facilities Tab – Service Facility Info tab

Navigate to the Back Office | People/Places, Service Facilities tab.

Select the facility in the upper window.

Make sure that the facility NPI has been entered.

Service Facilities Tab – Facility Details – Service Facility Info tab

Select Facility Details.

On the Service Facility Info tab, configure the 2nd section.

  • Ingenix Account. The default account for this facility, it will be one of the accounts configured for you by Optum to be used to submit insurance claims. It is configured in Administration | Financial Admin, Ingenix Accounts tab.
  • Place of Service
  • Main Specialty.Also called Taxonomy.
  • Medicare Locality. Required if you will be basing your fee schedule on the Medicare Fee schedule.
  • Medicaid Agency. Required if you will be basing a fee schedule on the Medicaid Fee schedule.
  • Outside Lab. Should be No unless you previously filled out Box 20 on the CMS 1500 form.
  • Outside Lab Charges. Should be $0 unless you previously filled out Box 20 on the CMS 1500 form.