Path: Maintenance and Setup > Insurance > Insurance

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The workflow below describes how to set up NextStep Billing to override the Rendering Provider (Loop 2310B) in an 837 file for a specific Insurance Payer and Activity Code. Please note you will need to follow the steps below for all Insurances and Activity Codes that need the override.

Add a record to the Insurance Override By Activity Code Form

1. Navigate to the Master Insurance List by following the path above.
2. Select an Insurance Payer from the list.
3. Click the Override by Act Code button.

1. In the Insurance Override By Activity Code List, click the Ok button.
2. Click the Add button. The Insurance ID populates with the payer you previously selected.
3. Select an Activity Code from the drop-down menu.
4. Next, from the "Display these fields on Loop 2310B" dropdown, choose Person or Non-Person.

1. Your dropdown selection will display different fields:
   • If you choose Person, there will be First/Middle/Last name fields. 
   • If you choose Non-Person, there will be a single field for your entity's name. Selecting the non-person option will also properly format the name on the 837 file as a non-person.
   • Whether choosing a person or a non-person, the Name and NPI are required.
2. After the required fields have been entered, click the Save button.