Setting Multiple Tax ID To Your Practice
In TiQ, users have the ability to add multiple practice TAX IDs in Practice Manager, along with their associated details, to align with their practice's specific needs and workflows.
This feature enhances management and identification by enabling users to distinguish and select between different TAX IDs as needed.
This guide will show you how to set up multiple Tax IDs for your practice:
From the Navigation Bar, select Practice Manager
Navigate to the “Billing & Payments Tab” and select "Insurance Billing Settings"
IMPORTANT: The first Tax ID listed here will be your Practice’s default
To add an additional Tax ID to your Practice, select “+Add More”
Enter the necessary information. Scroll down and select Submit to save your updates.
IMPORTANT: Adding a 2nd (or more) Tax ID will incur in a practice subscription price adjustment for each extra Tax ID.
Once you select Submit to more Tax IDs to your practice, the “Upgrade Required” pop up will appear showing the number of seats included in your subscription. The number of seats corresponds to the number of Tax IDs the practice will have.
Selecting “View Account” will prompt you to the Manage Subscription pop up page, allowing you to manually modify and add the corresponding seats to your Subscription, in this case, increase the number of Tax ID seats to match the number of IDs you'll be adding to your practice.
Scroll down and select Submit to save your Subscription upgrade.
After adding multiple Tax IDs to your practice, the default Tax ID will always appear first in singular or dropdown fields throughout the system. In dropdown fields, you will be able to select from the Tax IDs added to your practice.
Add new Tax ID in Practice Locations:
After adding multiple Tax IDs to your practice, you can assign and identify each Practice Location with any of the Tax IDs added. Here are the steps:
Navigate to Locations Manager tab in Practice Manager
Select the Pencil icon in the location you would like to edit
NOTE: Under the Tax ID dropdown you will see that the default Tax ID from your Practice will be displayed first.
However, you will have the ability to change between Tax IDs by selecting the Tax ID dropdown.
Once you have selected the Tax ID, scroll down and select Submit to save your updates.
Click here for additional information about Locations Manager.
Selecting between multiple Tax IDs in the Payer Specific Rules
Under the Billing Rules tab in Practice Manager, users have the ability to set their Payer Specific Rules, allowing them to set the claim fields that will be autofill if the requirements are met.
Once multiple Tax IDs have been added to your Practice, selecting the Claim Box 25 option from the ‘Claim Box’ dropdown field in Payer Specific Rule will show all practice Tax IDs.
Once the Tax ID has been selected, scroll down and select Submit to save your updates.
IMPORTANT: If a Tax ID is removed from your Practice Settings, any specific rule added to Box 25 will also be automatically removed from the settings.
