Insurance
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      1. Owl Practice Suite Help Center
      2. Billing, Payments, & Insurance
      3. Insurance

      Getting Started: Create your Insurance Profile

      Setting Up Your Insurance Profile with Owl Practice

      Enrolling with in-network insurance payers is an essential step for ensuring smooth and efficient insurance billing for your clinic. Follow this Step-by-Step Guide designed to be quick and seamless, leveraging information from your Therapist and Practice profiles to expedite the process. Follow these steps to get started:

      Watch our interactive tutorial

      Create your profile
       



      Step 1:       Log in to Owl Practice 

      • access your Owl Practice account using your credentials.
      Step 2: Confirming Your Subscription
      • Once logged in, navigate to the Settings section.
      • In the Settings menu, select the Subscriptions sub-navigation bar.
      • Confirm your 'Current Plan' is the Owl Pro USA subscription. This subscription is necessary to access the insurance profile features.

      Step 3: Navigating to Insurance within your Practice Details settings

      • In the Settings section, select Practice Details.
      • Within Practice Details, click on the Insurance tab.

      Step 4: Create an Insurance Profile:

      • Under the Insurance tab, click on the Create a Profile button.

      Step 5: Selecting Profile Type

      • A prompt will appear asking you to select the type of profile you are creating. Choose Organization for a clinic profile or Individual for an individual therapist profile.
        Note: Creating a clinic profile is required at a minimum.

      Step 6: Filling Out the Insurance Profile Form

      • You will be presented with an insurance profile form.
      • Most fields in the form will be auto-populated based on your Owl Account information. Review and confirm that the following details are accurate:
        • Organization or Provider details:
          • NPI (National Provider Identifier)
          • EIN/Tax ID (Employer Identification Number)
          • Taxonomy Code
        • Place of Service details
          • Place of Service Code
          • Facility NPI
          • Name, Address, & Phone
        • Any other required fields specific to your insurance payers.
      • Make any necessary corrections or updates.

      Step 7: Save Your Insurance Profile

      • After verifying all the information, click on the Save Profile button.
      • Your insurance profile is now established.

      Step 8: Repeat for Additional Profiles

      • If needed, repeat these steps to create additional profiles for the clinic and each therapist enrolling in insurance payers.

      Summary ?
      By following these steps, you will successfully set up your clinic and provider insurance profiles in the Owl Practice EHR application. Ensuring that your profiles are accurate and up-to-date will facilitate smooth insurance billing processes with in-network payers.


      Additional Resources ??

      Owl Integrated Insurance Overview

      Get Connected: Enroll with any Payer through our Network

      Establish client coverage and request benefit verification (VOB) details

      Submit Insurance Claims

      View and Track Insurance Claims


      Need Further Assistance? ??

      If you encounter any difficulties or have questions while setting up your Insurance Profile, our support team is available to assist you. Contact us at support@owlpractice.com or schedule a one on one session.