You can ensure the Rendering Provider Taxonomy populates on the HCFA form using the following methods:


Method 1: Staff Setup (Provider Level)

  1. Navigate to the Staff section.
  2. Click on the relevant staff member and go to the Other Setup tab.
  3. Enter the taxonomy details in the appropriate field.
  4. Add "ZZ" in the ID Qualifier field to ensure it populates correctly.


Method 2: Billing Setup (Insurance Level)

  1. Go to Settings > Billing Setup > Insurance Setup.
  2. Access the insurance you would like to configure. Please note that this setup will apply only to the selected insurance claims.
  3. Click the pencil icon under the Edit column for the specific insurance.
  4. Scroll down to locate the field for taxonomy details.
  5. Enter the taxonomy details and add "ZZ" in the ID Qualifier field.


By completing these steps, the Rendering Provider Taxonomy will populate correctly on the HCFA form.