How to create a billing agent profile

Background:

For billing agents with numerous physicians, the Billing Profile feature allows for different settings to co-exist within your MDBilling.ca account. This is useful when you bill for multiple groups of physicians with different practices.

Use cases:

As an example, you bill for a group of Respirologists at a clinic and also a group of Hospitalists:

You can set up the Billing Profile called "Resipirology Clinic" with the following settings:

and another Billing Profiled called "Hospitalists" with the following settings:

Available Settings:

A unique Billing Profile can be configured with the following settings:

How do I create & assign a profile?
You can create multiple billing profiles to your account by enabling the feature as follows:

Top right --> [Gear Icon] --> Billing Profiles --> Enable this feature

Please note a MAIN profile is automatically created which will contain your current settings.

You must use a unique name when creating a new Billing Profile. Once the profile is created, you can assign multiple physicians to your current session.

When you first login, you will also experience a new column when selecting a physician, allowing you to know which Billing Profile is currently assigned.

How do I customize a profile?
When you navigate to one of your settings, select the Billing Profile you like to apply. The specific settings you configure will only apply to the Billing Profile you have chosen.