PES Manual PES Manual, PDF version
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HIPAA Transactions
Equipment Requirements
Installation Types
Autorun CD
Individual PC Installation
Network Installation »
Opening PES
Initial Logon »
Setting Up Options »
Using the Keyboard
Using the Mouse
PES Main Window
Menu Bar
Command Buttons
Screen-Specific Command Buttons »
Correcting Errors
Exiting from Forms
Exiting from PES
Lists to Build »
Preloaded Lists
Working with Lists »
Lists »
Dental »
Professional »
Institutional Inpatient »
Institutional Nursing Home »
Institutional Outpatient »
WI Medicaid & Other Insurance»
WI Medicaid & Medicare »
WI Medicaid & Medicare Managed Care »
Other Insurance & Medicare on the Same Claim
Reporting Other Insurance or Medicare Denials
Copying Batch Forms
Retreiving Batch Responses
Viewing Batch Responses
Viewing Communication Logs
Detail Reports
Summary Reports
List Reports
Archive
Restore Archive
Database Recovery »
Get Upgrades
Passwords »
Security »
Web Password Reset
Forgotten Password
Options
Installation Notes
Password Rules
Setting Your Password
Registration Enrollment
Batch Tab
Web Tab
Retention
Other Insurance Screen Buttons
Service Screen Buttons
Service Adjustment Buttons
List Appendix
Adding Codes to a List
Deleting Codes on a List
Admission Type
Admit Source
Carrier
Client
Condition Code
Diagnosis
Modifier
Occurence
Other Insurance Reason Code
Other Provider
Patient Status
Place of Service
Policyholder
Procedure/HCPCS
Provider
Revenue Code
Trading Partners
Type of Bill
Value Code
Completing New Claims
Correcting Errors on Claims
Submitting New Claims
Resubmitting Claims »
Adjusting Paid Status Claims
Voiding Claims
Completing New Claims
Correcting Errors on Claims
Submitting New Claims
Resubmitting Claims »
Adjusting Paid Status Claims
Voiding Claims
Completing New Claims
Correcting Errors on Claims
Submitting New Claims
Resubmitting Claims »
Adjusting Paid Status Claims
Late Billing for Claims
Voiding Claims
Completing Claims
Correcting Errors on Claims
Edit All Feature
Submitting New Claims
Resubmitting Claims »
Adjusting Paid Status Claims
Late Billing for Claims
Voiding Claims
Completing New Claims
Correcting Errors on Claims
Edit All Feature on Claims
Submitting New Claims
Resubmitting Claims »
Adjusting Paid Status Claims
Late Billing for Claims
Voiding Claims
Compact Database
Repair Database
Unlock Database
Changing Passwords
Security Maintenance
Reporting Other Insurance Payments
Medicare Paid at the Header Level
Medicare Paid at the Detail Level
Medicare Managed Care Paid at the Header Level
Medicare Managed Care Paid at the Detail Level
Resubmitting Single Claim
Resubmitting or Copying Partial or Entire Batch
Resubmitting Single Claim
Resubmitting or Copying Partial or Entire Batch
Resubmitting Single Claim
Resubmitting or Copying Partial or Entire Batch
Resubmitting Single Claim
Resubmitting or Copying Partial or Entire Batch
Resubmitting Single Claim
Resubmitting or Copying Partial or Entire Batch

Lists

Other Provider List

The Other Provider list allows you to enter information about additional providers such as referring, attending, or operating physicians. As with other lists, once the code is entered into the list, it may be accessed from drop-down boxes within the claim form screens. Other providers can be either individual providers or organizations. To enter other providers, follow these steps:

Tip

In general, no special characters (such as apostrophes) may be entered in name boxes. Spaces and dashes are allowed.

Names must be submitted the same way they appear in Medicaid files.

  1. Select the Lists option on the menu bar.
  2. Select the Other Provider list.
  3. Enter data into all of the required boxes on the Other Provider screen using the table below as a guide.

Tip

In the Provider ZIP field on the Other Provider List screen, a ZIP code is required. If a ZIP+4 code is known for the provider, please enter this code; it will help identify the provider’s practice location.

Other Provider List

Field

Description

Provider ID

Enter the National Provider Identifier (NPI), Medicaid billing provider number, state license number, or Unique Provider Identification Number (UPIN).

Provider ID Code Qualifier

Select the appropriate code to identify the type of provider identification number used, if applicable.

Taxonomy Code

Enter the taxonomy code that corresponds to the provider ID entered.

Entity Type Qualifier

Select "1 — Person" for an individual provider, or "2 — Non-Person" for a group or institution.

Last/Org Name

Enter the last name of the provider if the entity qualifier is "1," or the organization name if the entity qualifier is "2."

First Name

Enter the first name if the provider is an individual. This field is not required if the entity qualifier is "2."

SSN/Tax ID

Enter the Social Security number (SSN) for an individual provider, or the employer's identification number (EIN) for an organization. This field is required for institutional providers; however, if you are a professional provider, you may use all zeros in place of an SSN or EIN.

ID  Code Qualifier

Select "24" for EIN, or "34" for SSN.

Provider Address Line 1

Enter the provider's street or mailing address. This field is optional.

Provider Address Line 2

This field is optional.

Provider Address City

Enter the name of the provider's city. This field is optional.

Provider Address State

Select the two-digit state code designation. This field is optional.

Provider ZIP

Enter the provider's ZIP code. This field is optional.


  1. Click Save to save the data or New to add a provider.

Tip

Providers who have one NPI with multiple taxonomy codes or multiple ZIP+4 codes may make duplicate Provider and Other Provider lists.

Next — Patient Status List
Previous — Other Insurance Reason List