Customize Taxonomy

This Claim Form Rule allows users to alter the taxonomy for a claim and fully customize this information. Let's review how to create a rule that alters the taxonomy of a claim together!

User Permissions

Only Managing Organization Admins can create and manage claim rules in the RCM. For more information on user permissions, click here.

Workflow

Let's review how to create a claim rule to update the taxonomy on a claim!

1. Navigate to Management Center > Claim Rules.
   
2. Click Create Claim Claim Form Rule.
   
3. Select the Practice from the dropdown.
   
4. Next, give the rule a name.
5. Update the Claim Type dropdown to Institutional or Professional.
   
6. Select Conditions to create criteria a claim should meet before the rule will apply.
   
7. Next, click on the Behaviors dropdown.
   

8. Select Taxonomy, then click Add.

   Note: Two legacy options for changing the displayed taxonomy are listed and should not be used. 

9. Update the dropdown to the desired selection:
   • Custom to enter and use a custom taxonomy not present anywhere else in the system.
   • Use Facility Taxonomy to include the taxonomy set in the facility's profile.
   • Use Payer Taxonomy to include the taxonomy set in the payer's profile.
   • Use Practice Taxonomy to include the taxonomy set in the Insurance Billing section of the Practice Admin. 
     
10. To create multiple behaviors, repeat steps 7-10.
11. Click Save to complete the process.
    

Box Number(s)

• UB-04: 81CC a-d - Taxonomy Code and Qualifier
• CMS-1500: 24j - Rendering Provider and 33b - Other ID #