The name of the provider in a casual setting. This field is used for the letter and report templates which can be edited or created in the SmartPad Template Editor. When a letter is sent to a patient, and the provider wants the letter to be less formal and more personal, this field allows the entry of “Dr Joe” instead of the formal name (“Joseph Healer, DC”) from the Physician’s Name box.
Clinic Billing Name – Box 33
Enter the formal legal name of the practice, as it should appear in box 33 of the CMS-1500 insurance claim form, at the top of billing statement forms, and in any letters or reports that are generated from the SmartPad Template Editor. There is an option in the Insurance catalog to select either this entry or the Physician’s Name for box 33 on the CMS-1500.