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      1. Owl Practice FAQ
      2. Billing, Payments, & Insurance
      3. US Insurance

      Getting Started: Create your Insurance Profile

      Setting Up Your Insurance Profile with Owl Practice

      Enrolling with in-network insurance payers is an essential step for ensuring smooth and efficient insurance billing for your clinic. Follow this Step-by-Step Guide designed to be quick and seamless, leveraging information from your Therapist and Practice profiles to expedite the process. Follow these steps to get started:

      Watch our interactive tutorial

      Create your profile
       

      Step 1: Log in to Owl Practice 

      • access your Owl Practice account using your credentials.
      Step 2: Confirming Your Subscription
      • Once logged in, navigate to the Settings section.
      • In the Settings menu, select the Subscriptions sub-navigation bar.
      • Confirm your 'Current Plan' is the Owl Pro USA subscription. This subscription is necessary to access the insurance profile features.

      Step 3: Navigating to Insurance within your Practice Details settings

      • In the Settings section, select Practice Details.
      • Within Practice Details, click on the Insurance tab.

      Step 4: Create an Insurance Profile:

      • Under the Insurance tab, click on the Create a Profile button.

      Step 5: Selecting Profile Type

      • A prompt will appear asking you to select the type of profile you are creating. Choose Organization for a clinic profile or Individual for an individual therapist profile.
        Note: Creating a clinic profile is required at a minimum.

      Step 6: Filling Out the Insurance Profile Form

      • You will be presented with an insurance profile form.
      • Most fields in the form will be auto-populated based on your Owl Account information. Review and confirm that the following details are accurate:
        • Organization or Provider details:
          • NPI (National Provider Identifier)
          • EIN/Tax ID (Employer Identification Number)
          • Taxonomy Code
        • Place of Service details
          • Place of Service Code
          • Facility NPI
          • Name, Address, & Phone
        • Any other required fields specific to your insurance payers.
      • Make any necessary corrections or updates.

      Step 7: Save Your Insurance Profile

      • After verifying all the information, click on the Save Profile button.
      • Your insurance profile is now established.

      Step 8: Repeat for Additional Profiles

      • If needed, repeat these steps to create additional profiles for the clinic and each therapist enrolling in insurance payers.

       

      Summary ✅
      By following these steps, you will successfully set up your clinic and provider insurance profiles in the Owl Practice EHR application. Ensuring that your profiles are accurate and up-to-date will facilitate smooth insurance billing processes with in-network payers.


      Additional Resources 📂

      Owl Integrated Insurance Overview

      Get Connected: Enroll with any Payer through our Network

      Establish client coverage and request benefit verification (VOB) details

      Submit Insurance Claims

      View and Track Insurance Claims

       

      Need Further Assistance? ☎️

      If you encounter any difficulties or have questions while setting up your Insurance Profile, our support team is available to assist you. Contact us at support@owlpractice.com or schedule a one on one session.