ClinicAid - British Columbia - Integration

Follow the instructions for Registration before continuing. 

Instructions

Clearinghouse Setup

1. Log in to RevolutionEHR.
2. Access Admin > General > Practice Preferences > Practice Claims Preferences.
3. In the Clearinghouse dropdown menu, select ClinicAid.
4. In the Account ID field, enter the ClinicAid account number.
5. In the API Key field, enter the API key. Note: Copy & Paste feature is recommended to enter this data.
6. Click 'Save.'

Insurance Companies

1. Access Admin > Vendors/Partners > Insurance Companies.
2. Open MSP. Note: If MSP is not listed, click the + icon to add.
3. From the Classification dropdown menu, select MSP of B.C.       
4. From the Claim Submission dropdown, select Electronic.
5. Click 'Save & Close.'

Employees

1. Access Admin > Employees/Roles > Employees > open the provider > Provider Details.
2. In the Provider IDs section, in the Registration # field, enter the provider's payee number. Note: For practices that have one provider, the payee number will be the same as the practitioner number. If you are a practice that has integrated with TAB, the Practitioner # field and Registration # field will be identical.
3. If a provider has a different payee number for each location, contact canadaclaims@revolutionehr.com for setup assistance.
4. Click 'Add' from the Provider Insurance IDs section.
5. From the Provider Insurance ID modal, in the Company field, select MSP.
6. Enter the provider's practitioner number in the ID field. Note: Qualifier may be left blank.  
7. Click 'Save.' 
8. Click 'Save.' 
9. Repeat steps 1-8 for each provider.
10. Log out and log in to see the changes associated to the setting.

Auto-Posting

1. Access Admin > General > Practice Preferences > Additional Preferences > Accounting.
2. Allow ERA Auto-posting, select Yes.
3. Click 'Save.' 

Note: Please do not setup Providers in ClinicAid.