Configure Clinician Billing Identifiers: Tax ID, NPI, and Taxonomy Codes
On every claim, insurance carriers requires the same clinician information: a name, a tax ID, a National Provider Identifier (NPI), and a taxonomy specialty code. Use your practice’s Providers table to add or update these identifiers for your clinicians.
Where Do You Get Your NPIs?: Before updating your clinician billing identifiers, you may need to obtain an NPI for both your clinicians and your practice. You can register for an NPI online at the NPPES Web site (https://nppes.cms.hhs.gov/).
Update Clinician Billing Identifiers in PCC 10.4
When you add a new clinician to your practice, or you need to adjust billing identifiers for a clinician when they become credentialed, use the Providers table in the Tables tool and then update the PCC EHR user information.
Open the Providers Table in the Tables Tool
Open the Tables tool from the Configuration tool and select the Providers table.
Review Provider Information
For each clinician at your practice, you can see their name, Provider Group, their linked PCC EHR user ID, and the three key billing identifiers: Tax ID, NPI, and Taxonomy Code.
Edit, Clone, or Add a Provider Entry
Double-click on a provider to review their details. You can also use “Clone” or “Add” to create a new entry. To learn more about working in the Tables tool, see Edit Your Practice’s Configuration Tables.
Adjust Clinician Information
In the top section, you can adjust the provider’s display names, unique initial, PCC EHR user, and reporting Provider Group.
When making changes in the Providers table, always double-check that the provider entry is associated with the correct PCC EHR user, which controls additional functionality in PCC EHR.
Adjust Clinician Credential Identifiers
In the Billing and Credentials section, configure how the clinician should appear on claims.
The key identifiers used to process claims are the clinicians name (first, middle, last), their taxonomy code, their NPI, and their Tax ID.
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Provider Type: The Provider Type field controls certain billing behaviors in PCC EHR’s software. If it is set to Real, the provider is a normal clinician (M.D., nurse, or similar) that can appear on the claim as the rendering provider. When you no longer generate claims for a provider, you can change the value to “Retired” and they will no longer be an option when posting charges. If a provider is marked with a type of “Not Real”, then the Billing Provider field in Post Charges will be blank by default, and PCC EHR will prompt the user to select a provider.
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Taxonomy Code: A Taxonomy code indicates a provider’s speciality. You can start typing to pick from a list of taxonomy codes.
Click “Save”
When you are finished updating clinician details, click Save.
Review Your Practice or “Office” Provider
By default, the “Office” provider in your Providers table is used as the “Provider of Billing” on an insurance claim. You should double-check that it is accurate, and contains your practice’s ten digit Type II NPI and nine-digit Tax ID number.
Optional: Configure Custom (Per Insurance Company) Identifiers
In rare cases, an insurance company may require a unique identifier beyond the NPI, Tax ID# or Taxonomy Code for the clinician or the practice. Contact PCC Support for help with special payor configuration needs.
PCC EHR Users: Add NPI Numbers and Other Identifiers to PCC EHR User Accounts
The NPI numbers in the Providers table are used as billing identifiers, indicating your clinician’s credentials. In PCC EHR, charting and clinical services are also recorded with an NPI number. You should review your PCC EHR user accounts and add the appropriate NPI, along with other important identifiers used for prescribing and other clinical services.
Update Clinician Credentials in PCC 10.3 and Prior
Run the Table Editor
You can run the Table Editor in the Practice Management window.
Open the Providers Table
From the list of tables, select number eight, Providers, and press Enter.
Select Your Practice or “Office” Provider
Type the number next to the “Office” provider and press Enter. If you have a multiple-practice database, you may have several practices listed independently.
Enter the NPI and Tax ID# For Your Practice
In the fields shown, enter your practice’s ten-digit NPI and nine-digit Tax ID numbers.
Press
F1 – Save And Quit
Press F1 to save your changes and return to the index of providers. You can also press Page Down to save and continue to the next provider.
Repeat the Process For Each Non-Retired Provider
Select each provider for whom you have identifier information, enter the information, and save your changes.
Which Identifiers Matter?: The four identifiers currently required on insurance claims are the Provider Name, Taxonomy Code, Tax ID#, and NPI#. If your payor requires other information on your claims, contact PCC for assistance.
What is a Taxonomy Code?: A Taxonomy code is a code indicating a provider’s speciality. You can pick from a list of taxonomy codes by entering an asterisk (*) and pressing Enter.
Optional: Configure Custom (Per Insurance Company) Identifiers
In rare cases, an insurance company may require a unique identifier beyond the NPI, Tax ID# or Taxonomy Code. Contact PCC Support for help with special payor configuration needs..
PCC EHR Users: Add NPI Numbers and Other Identifiers to PCC EHR User Accounts
The NPI numbers in the Partner billing system indicate the servicing and billing providers. In PCC EHR, charting and clinical services are also recorded with an NPI number. You should review your PCC EHR user accounts and add the appropriate NPI, along with other important identifiers used for prescribing and other services.