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less than four were going to talk about setting up providers and patients so before a provider can file a claim for their visit or their encounter with the patient there are certain authorizations that have to be obtained and certain information that has to be collected first of all the provider has to be credentialed with the insurance payer and usually there are several payers or insurance companies the provider must be enrolled with the payer to send claims electronically this is usually done through the Clearing House they have an enrollment process and enrollment forms there and then patient personal information has to be collected and thats usually done on the first visit the patient insurance information which is critical has to be collected and that usually involves making a copy of the patient insurance card and then the provider must have the patients authorization to submit claims on their behalf now once this information is all collected the patient information the provi