Provider Enrollment Steps

Practice Insight enrollment for EDI transactions is a combination of steps to set up your customer accounts at Practice Insight, plus meet any requirements specific to the insurance payer and transactions you wish to send.

STEP 1: Set up your customer’s account at Practice Insight

Click these links to Enrollment Forms:

Claims and ERA forms

RT Eligibility forms

Enrollment should only be started after becoming a Practice Insight customer and obtaining a customer account. Customer account setup requires a login and password to Practice Insight and is normally done by an authorized reseller on behalf of the customer. A complete customer account setup requires provider names, addresses, and all identification numbers involved in claims transactions, including NPI numbers. It is critical that provider identification numbers are setup correctly.

STEP 2: Decide which EDI transactions your provider needs and check the payer list to determine if any payers require specific forms to enroll or register.

STEP 3: Complete and Send any required enrollment forms

Download any basic setup forms and payer-specific enrollment forms and assist your customers with completion. Practice Insight maintains this library of forms for use by its authorized resellers. Most forms may be sent directly to the payer, but please READ THE INSTRUCTIONS CAREFULLY. Some forms must be sent to the Practice Insight Enrollment Department for completion. These forms are then forwarded to the payer for enrollment.

IMPORTANT: If you are an authorized reseller with a private database, please contact the Enrollment Department before using documents found on this website. Private databases use different Sender ID information which may require DIFFERENT ENROLLMENT FORMS.

Questions? Please contact us at: enrollment@practiceinsight.net or call: (713) 333-6000 (1)