Update Clinician NPI, Tax ID, and Taxonomy Procedure Snippet

Open the Providers Table in the Tables Tool

Open the Tables tool from the Configuration menu 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 a Provider Entry

Double-click on a provider to review their details.

Adding a New Clinician?: 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, initials, associated PCC EHR user, and reporting Provider Group.

In the Billing and Credentials section, configure how the clinician should appear on claims. The key identifiers used to process claims are the clinician’s name (first, middle, last), their taxonomy code, their NPI, and your practice’s Tax ID.

Save Your Changes

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 2 NPI and nine-digit Tax ID.

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.

Add NPI Numbers and Other Identifiers to PCC EHR User Accounts

The NPI numbers and other details in the Providers table are used on claims to indicate your clinician’s credentials. Clinical and prescribing activity in PCC EHR is also recorded with an NPI number.

Use the User Administration tool to review the PCC EHR user accounts for your clinicians. Add NPIs and other identifiers that affect prescribing and reporting on clinical services.