When setting up your clinic's billing profile(s), be sure to enter your clearinghouse credentials to ensure your claims are formatted to your clearinghouse!
Here's how to enter clearinghouse details into ChiroUp:
1. Navigate to the profile icon in the top right corner and select Clinic settings.
2. Select the Billing tab and ensure you have the Profiles screen open.
3. Select your billing profile to open the details panel.
Next, open up the drop-down below for your clearinghouse's instructions:
TriZetto (Integrated)
Select TriZetto as your clearinghouse field
Enter your Site ID and SFTP (TriZetto) Password. (This is found in your TriZetto Welcome Email— likely in an Excel Attachment)
NOTE: this is NOT your TriZetto account password that you use to log in. This is a passkey contained in your TriZetto Welcome Email.
Click Test Credentials.
The system will alert you if the Site ID or SFTP is incorrect. Double check that you are entering the correct credentials. We recommend copying and pasting to ensure accurate entry!
Remember to click Save!
💡Pro Tip:
Helpjuice Success Callout Body
How do I find my TriZetto Site ID and SFTP?
Site ID:
- Your TriZetto Site ID will be a string of numbers/letters that looks something like this: 5ABC
- Hint: Your TriZetto Site ID will likely be in the subject line of the emails you receive from TriZetto!
SFTP (TriZetto) Password:
- Your TriZetto rep sends the SFTP to you in your Welcome Email. It will likely either be in the body of the email, or attached as an Excel document. If it is attached as an Excel document, open up the protected document to view the SFTP. It will be a longer string of numbers, letters, and characters that looks something like this: Cu_5WOgG5hG0PllD97n
- The SFTP is not your TriZetto account password that you use to log in.
- Hint: Use Copy/Paste to copy the SFTP from the TriZetto email to ChiroUp. The SFTP is case sensitive!
TriZetto (Not Integrated)
Select TriZetto as your clearinghouse field
Enter your Site ID.
If you are not using the TriZetto Integration, no need to enter a password or to Test Credentials. Just click Save!
InfinEDI
Select InfinEDI as your clearinghouse field
Enter your Site Tax ID. You can disregard the Infinedi Password field.
Remember to click Save!
ClaimMD
Select ClaimMD as your clearinghouse field
Enter your ClaimMD Account Number.
Remember to click Save!
Office Ally
Select Office Ally as your clearinghouse field
Enter your Office Ally Site ID.
Remember to click Save!
Waystar
Select Waystar as your clearinghouse field
Enter your ClaimMD Account ID.
Remember to click Save!
Health Network Solutions (HNS)
Select Health Network Solutions as your clearinghouse field
Enter your Health Network Solutions Site Tax ID.
Remember to click Save!
Inovalon
Select Inovalon as your clearinghouse field
Enter your Inovalon Site ID.
Remember to click Save!
Ability
Select Ability as your clearinghouse field
Enter your Ability Site ID.
Remember to click Save!
Let your onboarding coach know if you have any questions!