The first thing you’ll need to do in order to complete your account setup is to create a provider record for each of the physicians that the billing will be done for in ClinicAid. If you’ve already been in touch with one of our support reps, this step may already be partially or fully completed for you.


  In case you haven’t had your provider records set up yet, here is what you’ll need to do.


Step 1: From the left-hand side menu, click on the 'Admin' section.


Step 2: Click on 'Providers'.


Step 3: Click on the green "+ Add Provider" button near the top left. 


Step 4: Complete the provider information,



First and Last Name: the physician’s name.


Provider Billing Number: the physician’s 5 digit practitioner number, as registered with MSP.


Payee Number: usually the same as the provider’s billing number. In some cases, clinics will have their own payee numbers and will receive payment from MSP directly. The clinic is then responsible for paying out each physician individually. If this is the case for you, the clinic’s payee number should go in this field.


Rural Retention Code*: for physicians that work in rural areas, a rural retention code is required. The correct location can be selected via the dropdown menu and will automatically apply the correct code to claims. If left blank, the field will show “Not Applicable” on your claims by default.


Service Location*: identifies where the service was performed. The appropriate location can be selected from the dropdown menu.


*A physician may work at multiple locations. The information saved in the provider record will be the default information that will appear on all the claims created using that particular provider, unless modified. It is also possible to leave this information blank and to complete it per bill

using the 'Advanced' tab or with the use of default invoices (invoice templates). 


Step 5Once you’ve completed all of the fields, click the blue “Create Provider” button at the bottom to save the record. You should see a new provider displayed in the account. To view, click the name of the provider or the gray eye button to the far right of practitioner name. 


To edit your provider record click the blue pencil icon to the far right of practitioners name, edit the fields, and click the blue “Update Provider” button at the bottom.