Practice Information

The Practice Information screen is where you will find most of the information that is relevant to your practice, as opposed to your patients. This screen is automatically filled out for you whenever you run through the New Practice Wizard for the first time, however information can be changed at any time.

Information you change here will print to your HCFA CMS-1500 insurance claims as well as patient bills, statements and other forms you generate, so it is important that you are careful whenever filling it out. Specifying invalid information in this screen could lead to insurance rejections down the road.

Refer to the screenshot on the right and the diagram below as a guide for the practice information screen and its fields.

Group Information (left hand side of the screen)

Practice/Billing Name - Enter the name of your practice or billing office. (prints to BOX 33 on CMS-1500)
Address 1/2 - Enter the primary and secondary address of your billing office
City/State/Zip -Enter the city/state/zipcode of your billing address.
Phone/Fax - Enter the practice/billing office telephone and fax numbers.
Email Address - Enter an email address for your practice
National Provider ID (Group) - Specify your group NPI.
Employer Identification # - Specify your group Employer Identification Number.

Provider Information (middle)

ID - Enter the Initials for the Provider.
First Name/MI/Last Name - Enter the first/last name of the provider.
Degrees - Enter the degree abbreviation.
Taxonomy Code - Enter the provider's taxonomy code.
Primary Specialty - Select the providers specialty from the drop down menu
Email Address - Enter the providers e-mail address (not required).
Click here to learn about the Provider Insurance Information Screen

Group-Provider NPI/Tax ID information (far right)

Use Additional Provider Info - Place a check mark here if your practice has its own group NPI number, with individual providers working under the group. If you take the check mark out, both billing and rendering NPI/Tax IDs will be specified in the same field, since the assumption is that they are the same.
(DBA) Rendering - Only used for electronic billing. It is recommended that you leave this check mark out, as shown on the diagram to the right.
National Provider ID (Rendering) - Enter the provider's individual NPI number here.
Tax ID (Rendering) - Generally, the group Tax ID is used for both fields, however you may use the rendering provider's own tax id for electronic billing purposes.
DBA (Billing) - Placing a check mark here will force the software to print whatever name you specify in the field below to BOX 33 on the CMS-1500 claim form.
National Provider ID (Billing) - Enter the group NPI number for BOX 33 on the CMS-1500 form.
Tax ID (Billing) - Enter the group Tax ID for BOX 25 on the CMS-1500 form.

Tip: To add a new provider here, just click the Add button. A new tab will open up and you can enter in any information you need.