Add/View NPI & Taxonomy

Use this feature to setup billing for different payers. Add the NPI/UMPI information as well as rates.

Add NPI/Taxonomy

1.  From the Main Menu select CRM > Service Auth > Add NPI/Taxonomy.

2.  From the NPI/Taxonomy screen enter the following fields:

• • Claim Type (choose Professional, unless skilled nursing)
  • Payor*
  • Procedure Service Code*
  • Modifier Code (if necessary)
  • EIN
  • NPI* 
  • Taxonomy
  • Rates*
  • Billing Provider*
  • Rendering Provider (use only for Waiver Services)
  • Rendering Provider Name (use only for Waiver Services)

* Required fields

3.  Click Save.

4. The View NPI/Taxonomy screen will appear.

View/Edit NPI/Taxonomy

1. From the Main Menu select CRM > Service Auth > View NPI/Taxonomy.

2. Filter using the top search bars.

3. Select to Edit

4. NPI & Taxonomy display appears, make any changes and select the SAVE button.