Tax ID/NPI/Taxonomy/Sender ID/Practice Name Insurance Overrides
**Friendly Reminder** Setting a claim override will affect your paper or electronic claim sent to the insurance company.
Here are the steps to setting up a claim override:
- Billing
- Insurance
- Go into the Insurance by clicking the Edit Pencil
4. Claims
5. Advanced - Overrides
6. Enter Desired Information - Only What you need
Tax ID Override - If a value is entered here it will override the value set in Admin > Practice > General > Tax ID this will change the specified Tax ID on your electronic and paper claims.
NPI Override - If a value is entered here it will override the value set in Admin > Practice > General > NPI this will change the specified Facility NPI on your electronic and paper claims.
Taxonomy Override - If a value is entered here it will override the value set in Admin > Users> Provider > Taxonomy Code this will change the specified Rendering Provider Taxonomy on your electronic and paper claims.
Practice Name - If a value is entered here it will override the value set in Admin > Practice > General > Practice Name this will change the specified Practice Name on your electronic and paper claims.
Default Place Of Service - If a value is entered here It will override the default of what's in the appointments location. If the insurance requires something else it can be added here. This is typically NOT used.
Box 33B Element 1 - If a value of EI, SY, or G2 is entered here it will add a REF01 Segment to the billing provider loop. Both element 1 and 2 are required or the claim will fail.
Box 33B Element 2 - If a value of Tax ID, Social Security, or Provider Commercial number is entered here it will it will add a REF02 Segment to the billing provider loop. Both element 1 and 2 are required or the claim will fail.
ISA 06 - Sender ID - If a value is entered here it will override the ISA 06 on Electronic claims to Ability ONLY. Used for certain payers only.
Billing Address Override - If a value is entered here it will override the value set in Admin > Practice > EDI > Practice Billing Address this will change the specified Billing Address on your electronic and paper claims.
7. Once completed please click "Apply Changes" in the upper right corner of your screen.
If you have additional questions, please email support at Support@heno.io .