Step | Instructions | Additional Information |
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1 | From the Providers page, click Create. The Provider: New window opens. |
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2 | In the Provider Name and Address section, enter the name of the provider in the Name field. | The Name field must be unique. |
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3 | Enter of the street address for the provider in the Address line 1 and line 2 fields, if applicable. | To auto-populate the practice address when creating a new provider profile, select the Yes option for the Practice Provider field. The first box checked in the Practice Affiliations table determines which address is auto-populated in the Address field. |
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4 | Enter the zip code for the provider in the Zip Code field. |
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5 | (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. |
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6 | (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. |
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7 | In the Phone and Email Contacts section, enter the relevant numbers and extensions, if applicable: |
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8 | (Optional) Enter the email address of the provider in the Email field. |
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9 | In 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. |
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10 | Open the Billing Type field and select the professional designation that most describes how services for the provider will be billed. |
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11 | At the Practice Provider field, indicate whether the provider is affiliated with practices. |
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12 | At the Can Refer field, indicate whether the physician can refer patients to other providers. |
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13 | Open the Medicare Assignment Code field and select the appropriate value to indicate whether Medicare sends reimbursement to the provider or the patient. |
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14 | (Optional) Select the Send zipcode in claims option, if applicable. |
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15 | In the Identification Numbers section, record the relevant identification numbers: - NPI Number
- UPIN
- State License Number
- Social Security Number
| If you try to save the new provider with a NPI Number that exists for a provider already in the database, you will receive a warning message to confirm. Click OK to create the provider with the duplicate NPI Number or click Cancel to return to the page and make changes. |
It is required for either the NPI Number or Social Security Number to be populated. |
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16 | In 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. |
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17 | In 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. |
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18 | Click Apply. |
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19 | Click Save to save and close the page. |
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