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
Step 1: Log in to Owl Practice
- access your Owl Practice account using your credentials.
- 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.
- Organization or Provider details:
- 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
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.