Use this task to modify provider information.

Step-By-Step Guide

Step

Instructions

Additional Information

1

From the Providers page, select the provider to be modified.


2

Click Update. The Provider: [name] window opens.

Update the relevant information via the applicable steps below...


3In the Provider Name and Address section, enter the name of the provider in the Name field.

The Name field must be unique.

4Enter of the street address for the provider in the Address line 1 and line 2 fields, if applicable.



5Enter the zip code for the provider in the Zip Code field.
6(Optional) Enter the name of the city for the provider in the City field.

The City field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. 

7(Optional) Open the State drop down list and select the state for the provider.

The State field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. 

8

In the Phone and Email Contacts section, enter the relevant numbers and extensions, if applicable:

  • Office
  • Home
  • Mobile
  • Pager
  • Fax 

9(Optional) Enter the email address of the provider in the Email field.
10In the Provider Type section, open the Specialty field drop down list and select the specialty of the provider.

If you begin typing either the taxonomy code or specialty name in the field, the list will filter to include the input data. 

11Open the Billing Type field and select the professional designation that most describes how services for the provider will be billed.
12At the Practice Provider field, indicate whether the provider is affiliated with practices.
13At the Can Refer field, indicate whether the physician can refer patients to other providers.
14Open the Medicare Assignment Code field and select the appropriate value to indicate whether Medicare sends reimbursement to the provider or the patient.
15(Optional) Select the Send zipcode in claims option if applicable.
16

In the Identification Numbers section, record the relevant identification numbers:

  • NPI Number
  • UPIN
  • State License Number
  • Social Security Number
It is required for either the NPI Number or Social Security Number to be populated.
17In the Practice Affiliations table, select all practices with which the provider is affiliated.

To select/deselect all practices listed, click the Select All/Select None button.

If the provider is affiliated to a practice that is not listed, create the practice via the Practices page.
18In the Facility Affiliations table, select all facilities with which the provider is affiliated.

To select/deselect all facilities listed, click the Select All/Select None button.

If the provider is affiliated to a facility that is not listed, create the facility via the Facilities page. 

19Click Apply.
20Click Save to save and close the page. 






Related Topics

Providers

Providers Page

Provider: [name] Page

Creating Providers

Deleting Providers

Related Training/Support Documentation

Not applicable for this topic

Search this documentation

  • No labels