Blueprint

A guide to setting up insurance billing codes and additional billable items

How to create services and set default fees

Connect your bank account with Blueprint via Stripe to begin processing credit cards within Blueprint.

Setting up credit card processing in Blueprint

How to collect payment from clients

How to add client insurance information

Commonly used terms by Blueprint and insurance payers

Insurance Billing Glossary

Create Superbills for your clients, configure automatic Superbills, and help clients access their Superbills for insurance reimbursement.

How to create and manage Superbills

Receiving ERAs in Blueprint

Edit the client's invoice to set a custom rate for individual clients.

How to set a sliding scale rate

Creating and submitting insurance claims electronically through Blueprint

How to create and submit insurance claims

Post payment information that you received outside of Blueprint

How to Post External Insurance Payments in Blueprint

This article will explain how to resubmit denied claims through Blueprint

How to Resubmit Insurance Claims

Billing Profiles are how you enter your NPI, Tax-ID, and taxonomy codes so they can be linked to your payers in Blueprint

How to create your Billing Profile(s)

Refund any amount, full or partial, from a paid invoice directly in Blueprint.

How to issue a refund

Add secondary insurance coverage and submit claims to a secondary payer in Blueprint.

How to manage secondary insurance and submit secondary claims

Aminda Villamagna

Brooke Ziegler

Collect payments from clients, manage insurance information, and handle billing workflows.

Client Billing + Insurance

blueprint.ai

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