This article explains how to set up and manage billing providers within the Pear Suite Platform. Configuring accurate billing provider information is essential for successful claim submission and reimbursement processes.

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Step 1 – Navigate to the billing provider settings

1. Navigate to the left-hand menu and select the Organization icon
2. Along the side navigation bar of the organization page, click on the Claims tab
3. Locate the Billing Provider section on the right-hand side of the page

Step 2 – Add a new billing provider

1. Click the Add new billing provider button
2. A configuration form will appear where you can enter the provider's professional and contact details

Step 3 – Enter required provider information

1. Complete all fields marked with a red asterisk, as these are required for claim generation:
   • Unique Label: A specific name for this provider configuration
   • Tax Identification Number: The provider's tax ID
   • ID Type: Indicate whether the ID is an SSN or an EIN
   • NPI: The National Provider Identifier
   • Organization Name: The formal name of the billing entity
   • Contact Details: Phone number, address, city, state, and zip code
2. Optionally fill in additional fields if needed, such as the Provider First Name or Taxonomy Code
3. Click Save to add the provider to your list

Step 4 – Manage existing billing providers

1. To modify an entry, click the Edit button next to the billing provider you wish to update
2. Make the necessary changes and click Save again for the modifications to take effect
3. To remove a provider, you may select the delete option
   • Note: Instead of deleting providers associated with past claims, it is recommended to deactivate them to maintain record accuracy

Important Best Practices:

• Maintain consistent naming conventions to avoid duplicate entries
• Verify Payer IDs to ensure proper claim routing
• Keep provider information up to date to prevent claim rejections

For additional support, please contact Pear Suite Customer Support at support@pearsuite.com