Clinician Billing Setting Overrides


In some circumstances, a clinician may need to bill with different information than the practice, such as when a clinician is paneled with a payer separately from the practice. A clinician billing setting override allows clinicians to override the default practice information (such as NPI or tax ID) when submitting claims to all or select payers.

Role Required: Practice Administrator

To set up a clinician billing setting override:

  • Click the User Icon > Settings > Staff User Accounts > Staff Name > Billing tab
  • Click anywhere on the box labeled Clinician Billing Setting Overrides to edit


  • Select the Enable clinician billing setting overrides checkbox
  • Choose which payer the override affects from the Applicable for dropdown. Select Any Payer to apply the override to all payers
  • In the remaining fields, enter only the information that differs from the default practice information. All other fields should be left blank
Quick Tip: To bill using the Billing Provider information for the practice instead of the clinician's name and NPI, select Non-Person (Type 2) from the Rendering Provider Type dropdown.
  • To enter an override for a different payer, click the Add Overrides button
  • After you have entered all of your overrides, click the Save Changes button
Have more questions? Submit a request


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    Stephnie Thomas

    What if I have different NPI and/or different tax id's for multiple practice locations where the clinician is the same?

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    You do not need to change anything. You have these as actual locations. Please let me know if you have any questions. Thank you!

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    Eva Hartley

    Medicaid is requiring my state provider number in 33B but my taxonomy number is filling the space. How do I correct?

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    Box 33b on the cms-1500 is for the taxonomy code. Would you be able to provide documentation from Medicaid regarding this. Please send this documentation to

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    Counseling Intern

    Im still struggling with this. I am a provider at two locations. I did the practice setting override but now I can't prepare bill that does not have the override information on there. It seems that I should be able to choose which location I want to bill for when creating the statements but the only thing that comes up is the override info. Am I missing something?

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    Kelly Carpenter

    Our facility is not Medicaid certified but our clinicians are. Medicaid is requiring their NPI #s in box 33a as well as the rendering provider's name in the billing box. Is there a way to set up or change these items per CMS-1500 before printing? We are submitting some of these to payers that have different guidelines for the clients that are not medicaid...

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    You can do this for these clinicians with the Medicaid payer.

    To replace the default practice information, such as the billing NPI or tax ID, on claims for a specific clinician you need to set up a clinician billing setting override. The override can be turned on for a specific payer per clinician.

    Click STAFF > Click staff user > "Billing" tab
    Click anywhere on the "Clinician Billing Setting Overrides" box to open it.
    Check the box to enable.
    Click the blue "+ Add Override" button.
    From the "Applicable for" dropdown select "Any Payer" or a specific payer’s name.
    Fill out the fields.
    Click the green "Save Changes" button.

    If you have any additional questions please contact support at 215-658-4550 or via email at