Enabling Multiple Payee IDs
4 min
every provider needs a payee id number for each place of service they belong to in order to bill a claim or create an invoice however, it may be the case that a single provider requires more than one payee id number while working at the same place of service profile has created a feature that allows for multiple payee id numbers within the same place of service configuring multiple payee ids go to organisation/preferences/general/financial and tick the select payee id per claim or invoice checkbox creating multiple payee ids for a place of service once multiple payee ids have been enabled, multiple payee ids can be added for a single place of service by doing the following go to organisation/people & places and select the provider on the provider page, go to member of double click on the place of service to open the person place window beside the payee ids label, a table is visible showing all payee ids for this place of service click in the empty space underneath the lowest payee id number to enter an additional payee id number click on the empty field in the name column to give a name to the payee id number the name is optional but it helps users or providers know the purpose of the payee id when billing or invoicing if appropriate, double click on the default field to change the default payee id for this provider at this place of service click ok to save changes billing with multiple payee ids if the select payee id per claim or invoice preference has been enabled, a payee id dropdown field is visible in the billing view (at control centre/financial/billing ) this payee id field is enabled if multiple payee ids are configured for the provider at the place of service the payee id listed as default in people & places is selected by default click on the dropdown field to select the appropriate payee id invoices with multiple payee ids if the select payee id per claim or invoice preference has been enabled, a payee id drop down field is visible in the invoice window (at financial/invoice ) this payee id field is enabled if multiple payee ids are configured for the provider at the place of service the payee id listed as default in people & places is selected by default