Edit Provider Mode

Follow the steps below to change the provider mode.

  1. Select Customer Setup > Providers.

  2. Use the Show All button to view all providers. Or use the Search field to further drill down your search.

  3. Select the Provider.

  4. Use the drop-down menu to change the Professional Mode and/or the Institutional Mode by referencing the Mode Descriptions below.

  5. Click Save


Mode Descriptions


  • Test: Claims will be sent to the Clearinghouse for testing purposes only.
  • Hold: Claims under this provider will not leave the system.
  • Production Mode: Claims will be sent to the Clearinghouse electronically then forwarded to the payer.
Important Note: If required Agreements have not been completed or authorized by your payers, moving into Production (PROD) mode can incur additional fees if your claims are dropped to paper.