Follow these step-by-step instructions to ensure the taxonomy code appears correctly in Box 24J of the HCFA form.

Step 1: Access Insurance Setup

  1. Go to Settings > Billing Setup > Insurance Setup.
  2. Locate the insurance plan you need to update.
  3. Click the pencil icon under the Edit column to open the insurance settings.

Step 2: Identify the Key Fields

In the insurance settings, you will find four key fields:

  • Pull Form
  • Use ID Qual From Provider
  • Box 24J
  • ID Qualifier

Step 3: Configure the "Pull Form" Setting

Under Pull Form, select one of the following options:

  • Payor – Selecting Payor will fetch the Box 24J info next to Use ID Qualifier From Provider in the HCFA form .
  • Provider – Selecting Provider first will allow you to select the ID qualifier from the drop-down.

Step 4: Set Up the ID Qualifier (If "Provider" is Selected)

  1. If you choose Provider, a dropdown will appear under ID Qualifier.
  2. Select the appropriate ID Qualifier from the list.
  3. The system will retrieve the Box 24J details from the supervising provider’s setup under Staff > Other Setup.

Step 5: Verify the Changes in the HCFA Form

  1. Save the updated settings.
  2. Open an HCFA form to confirm that the taxonomy code appears correctly in Box 24J.

Step 6: Troubleshooting Tips

  • If the taxonomy code is missing or incorrect, review the staff setup and ensure the correct supervising provider details are entered.
  • If you continue to experience issues, please reach out for further assistance.