Clearing House integration

Name: Clearing House integration within Office Puzzle
Description: How to add a Clearing House to your account in Office Puzzle.
Difficulty: Middle
Duration: Less than 6 minutes

Please check https://www.officepuzzle.com/tutorials/billing/ for a standard billing

Summary:
Step 1- From the Agency Dashboard, access Billing.
Step 2- Click on Batch Claims.
Step 3- Click on +New Batch.
Step 4- Select Payer.
Step 5- Select Health Plan.
Step 6- If the Clearing House for the selected insurance is not configured, the system will prompt you to set it up. Click Yes.
If you already have a configured Clearing House select that integration if not select New Integration.
Step 7- Select the appropriate Clearing House for the payer and complete the required information, a Default Clearing House configuration is typically more than enough.
Step 8- Follow the rest of the steps described at: https://www.officepuzzle.com/tutorials/billing/

Clearing House integration within Office Puzzle

Step 1- From the Agency Dashboard, access Billing.

Step 2- Click on Batch Claims.

Step 3- Click on +New Batch.

Step 4- Select Payer.

Step 5- Select Health Plan.

Step 6- If the Clearing House for the selected insurance is not configured, the system will prompt you to set it up. Click Yes.

If you already have a configured Clearing House select that integration if not select New Integration.

Step 7- Select the appropriate Clearing House for the payer/health plan.

Complete the required information, a Default Clearing House configuration is typically more than enough.

Step 8- Follow the rest of the steps described at: https://www.officepuzzle.com/tutorials/billing/