Intellect™
UTILITY MENU OPTIONS
Provider
Provider Provider
Create
The Utility --►Provider --►Provider Provider --►Create option is used to create new records in the Utility --►Provider --►Provider Provider screen, completing the columns in that table with the information entered here. The feature does NOT modify existing records. The Utility --►Provider --►Provider Provider screen is used to maintain additional insurance-company-assigned Provider and/or Group Numbers, as may be required when billing.
The program’s hierarchy when billing charges first looks in the Utility --►Provider --►Provider Facility screen for a match of the Billing Provider, Insurance, and Facility. If a match is not found, the program looks for a match of the Billing Provider and Insurance here. If a match is not found in either table, Intellect uses the information set up in the Utility --►Provider screen.
Before completing the Utility --►Provider --►Provider Provider --►Create screen, it may be helpful to check the Utility --►Provider --►Provider Provider screen to see if records for the same provider and insurance exist in order to see which fields should be completed.
1. To add additional Provider information in Intellect, go to Utility --►Provider --►Provider Provider --►Create:
The Create Provider File screen opens:
2. Provider Code 
2.1 The field is mandatory and must be completed. If left blank, an error message displays:
2.2 Type the Utility --►Provider --►Provider <Provider Code> of the provider for whom to create records in the Provider Provider table.
2.3 If the <Provider Code> is unknown, type up to 6 characters of the LAST name and press the [F2] key to display the Searching screen. To select the code from the list, either highlight the record and press the [Enter] key, OR double-click on the record. Or, after clearing the field, press the [F2] key twice to view the entire list of codes. For more information on the Searching screen, see Introduction to Intellect --► Intellect Characteristics and Features -- Searching.
3. Insurance Name 
3.1 Type the insurance company name as entered in Utility --►Insurance <Name>.
3.2 If the Utility --►Insurance <Name> has been entered in different formats (for example, if Blue Cross insurances are entered as Blue Cross, as Bluecross and BC), complete the Create Provider screen once for each of these three formats.
3.3 Use the [F2] searching functions at this field to check name formatting.
4. Box 33 
4.1 Type the group identification number assigned by this insurer.
4.2 If Utility --►Provider --►Provider Facility does not meet the billing criteria, then Intellect uses the data entered here to complete Box 33 on the CMS 1500 (HCFA).
5. Box 24J 
5.1 Type the assigned Provider Identification Number required in billing by the Insurance company being entered (i.e., for Insurance MM, enter their Medicare Provider Number).
5.2 If Utility --►Provider --►Provider Facility does not meet the billing criteria, then Intellect uses the data entered here to complete Box 24J CMS 1500.
6. Submitter Code 
6.1 Press [Enter] to leave this field blank unless the insurance carrier assigns more than one submitter number for the clinic.
7.1 Type the provider tax identifier.
7.2 If Utility --►Provider --►Provider Facility does not meet the billing criteria, then Intellect uses this value to complete Box 25 CMS1500 (HCFA) regardless of the Billing Method.
or Box 5 UB04
7.3 The field is mandatory and must be completed. If left blank, an error message displays:
Press the [OK] button to return the focus to the <Tax Id> field.
8. Pin No. 
8.1 With the utilization of the NPI numbers this item becomes obsolete.
8.2 Type the Provider Medi-Cal (Medicaid) number (7-digit eligibility verification numbers).
8.3 Regardless of billing method, Intellect uses this number to complete Box 33 of the CMS 1500 (HCFA) claim form ONLY when Utility --► Insurance <New Form (Y/N)> = 'N.'
9.1 Type the group NPI identification number associated with this provider, if applicable.
9.2 Intellect uses this data to complete Box 33a on the CMS 1500 (HCFA).
10. When the information is completely entered, select one of these options:
10.1 Click [Create] to clear the screen and return the focus to the <Provider Code> field, saving the new records.
10.2 Click [Clear] to clear all information and return the focus to the <Provider Code> field without saving.
10.3 Click to clear the screen and return the focus to the main Intellect screen without saving.
