Creating 'Incident To' A.K.A Intern Claims

When a provider who is not yet credentialed under a particular insurance company joins a group practice, there is often a desire for the group to be able to bill insurance for this non-credentialed provider’s work.

In order to do so, it may be tempting for the group to send the claim for services as an incident to claim, where the supervising provider’s NPI number is listed as the rendering provider’s NPI instead of the NPI number of the yet-to-be-credentialed provider.

While TherapyAppointment can help you easily create incident to claims for a particular insurance company and set up clinical supervision, be aware that the practice of billing incident to may not be allowed by all insurance companies and that an insurance company could even consider it a fraudulent practice that is punishable by hefty fines!

It is your responsibility to ensure that your insurance contracts allow the practice. 

Setting up Incident To A.K.A. `Intern Claims`

Required Role: Owner or Manager
  • Click (top right menu)
  • Select Billing & Ins. (top tab)
  • Navigate to the Insurance Features section
  • Click on (far right)


  • Click the name of the insurance company (left) or (far right)


  • Find the very bottom section Therapist Claim Options
  • Find the Name of the Supervisee and to the right click the button:
    • If not already set up, it will say
    • If already set up, it will say


  • Scroll to the bottom and find Create `Intern` Claim
  • Click the dropdown and pick the provider's name who will go on a claim instead of the supervisee



After this change, the selected supervisor’s NPI number will be listed as the Rendering Provider of the service whenever this supervisee provides services to a patient with this insurance company.

  • Set for as many insurance companies as needed with the same steps