Create a Bill Template
To create a bill template:
-
Access this page using the method below that applies to you:
- WCMBP Users: From the Bills tab, select the Manage Templates hyperlink.
- Provider Portal Users: From the Provider Portal home page, select the Manage Templates hyperlink.
The system displays the Create a Bill Template page.
-
In the Create a Bill Template section, select the type of bill for which you want to create a template.
-
Select the Add button.
The system displays the template’s bill page.
-
Select a value for the Special Bill Indicator.
This value is used in the search criteria and the 835 process and is intended to make these claims uniquely identifiable.
-
In the Template Name field, enter a name for your template.
-
In the Provider Information section, enter the NPI or FEIN, and select a Type option. The Provider Name and Address should populate if the provider is found.
-
Complete any of the remaining required fields that are marked with an asterisk (*).
-
(Optional) Enter any additional information you want to save to the template.
The system displays a completed bill page with the information you want to save to the template.
-
Select the Save Template button.
The system saves the template to the Create Bill from Saved Templates List page.
-
Select Close to return to the Bills Template List page.