{"id":637,"date":"2020-07-23T22:06:19","date_gmt":"2020-07-23T22:06:19","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=637"},"modified":"2020-07-23T22:06:25","modified_gmt":"2020-07-23T22:06:25","slug":"how-to-enter-npi-number-in-medisoft","status":"publish","type":"post","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/how-to-enter-npi-number-in-medisoft\/","title":{"rendered":"How to enter NPI numbers in Medisoft"},"content":{"rendered":"\n<p>Medisoft claim processing for both print and electronic claims depends on a series of flexible rules that you define on the various ID grids in the application. When setting up or updating your practice data, you will create a series of grid entries (rules) on the Practice IDs and Provider IDs grid. You may also use the Facility IDs and Referring Physician IDs grids depending on your practice structure. These grid entries that you complete contain your basic practice information, such as group or individual NPI, taxonomy, tax IDs, claim filing status (group or individual), and connect this information to the insurance carriers that your practice accepts and the doctors in your practice as a series of rules.<\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-4-3 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"How to enter NPI numbers in Medisoft\" src=\"https:\/\/player.vimeo.com\/video\/441152163?dnt=1&amp;app_id=122963\" width=\"500\" height=\"348\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p>Medisoft\u2019s \u201cIDs Grids\u201d allow you to control what NPIs are\nused in boxes 24J (<em>Rendering Provider<\/em>) and 33a (<em>Billing Provider<\/em>),\nand optionally in boxes 17b (<em>Referring Physician<\/em>) and 32a (<em>Service\nFacility<\/em>).<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"628\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/CMS-1500.png?resize=1024%2C628&#038;ssl=1\" alt=\"\" class=\"wp-image-640\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/CMS-1500.png?resize=1024%2C628&amp;ssl=1 1024w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/CMS-1500.png?resize=300%2C184&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/CMS-1500.png?resize=768%2C471&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/CMS-1500.png?w=1304&amp;ssl=1 1304w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>First let\u2019s take a look at populating box 33a (<em>Billing Provider NPI<\/em>).\u00a0 In Medisoft, go to <strong>File<\/strong>, then <strong>Practice Information<\/strong>.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" loading=\"lazy\" width=\"243\" height=\"300\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Practice.png?resize=243%2C300&#038;ssl=1\" alt=\"\" class=\"wp-image-641\" data-recalc-dims=\"1\"\/><\/figure><\/div>\n\n\n\n<p>Select the <strong>Practice IDs <\/strong>tab.<br>You should have at least one entry, and it is possible that this one entry is all you need to populate Box 33a.<br><br>If this one entry does not cover all of your claims, we\u2019ll look at adding additional entries to cover other claims in a moment.<\/p>\n\n\n\n<p>As seen in the screen shot below, this entry should show\n\u201cALL\u201d under first four columns.<\/p>\n\n\n\n<p>This basically says that this NPI should be used in Box 33a on all claims.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"898\" height=\"260\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Practice-Information.png?resize=898%2C260&#038;ssl=1\" alt=\"\" class=\"wp-image-642\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Practice-Information.png?w=898&amp;ssl=1 898w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Practice-Information.png?resize=300%2C87&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Practice-Information.png?resize=768%2C222&amp;ssl=1 768w\" sizes=\"(max-width: 898px) 100vw, 898px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>If you do not have an entry like this and need to make one, click the <strong>New<\/strong> button.\u00a0 Select \u201cNational Provider ID\u201d and \u201cTax Identifier\u201d.\u00a0 Enter the Billing Provider NPI (<em>aka Group NPI<\/em>) if this is a Group Practice, or the Rendering Provider NPI (<em>aka Individual NPI<\/em>) if this is an Individual Practice.\u00a0 Also enter the Tax ID.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"684\" height=\"388\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Practice-ID.png?resize=684%2C388&#038;ssl=1\" alt=\"\" class=\"wp-image-643\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Practice-ID.png?w=684&amp;ssl=1 684w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Practice-ID.png?resize=300%2C170&amp;ssl=1 300w\" sizes=\"(max-width: 684px) 100vw, 684px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>Click <strong>OK<\/strong> when finished.<\/p>\n\n\n\n<p>If certain insurances or other conditions require different\nIDs to be sent on different claims, make new entries and select the criteria (<em>Provider,\nInsurance, or Facility<\/em>) that prompts the need for different IDs.&nbsp; For example, if Medicare should be sent with\nSocial Security Number instead, click the \u201cInsurance Company\u201d option and select\nthat insurance code, then select the \u201cSocial Security Number\u201d option and enter\nthat value.&nbsp; Click the <strong>New<\/strong> button\nto add another entry.<\/p>\n\n\n\n<p>Note:&nbsp; The Rendering\nProvider IDs Grid can over-write the Practice IDs settings if some Insurance\nshould be sent as Individual rather than Group.<\/p>\n\n\n\n<p>Click <strong>Save<\/strong> when finished.<\/p>\n\n\n\n<p>Next let\u2019s take a look at populating Box 24J (<em>Rendering\nProvider NPI<\/em>).&nbsp; In Medisoft, go to <strong>Lists<\/strong>,\nthen <strong>Provider<\/strong>, then <strong>Providers<\/strong>.&nbsp;\nSelect a provider (<em>if you have multiple providers, check each one<\/em>),\nthen click <strong>Edit<\/strong>.&nbsp; Select the <strong>Provider\nIDs<\/strong> tab.<\/p>\n\n\n\n<p>Like the previous area, you should have at least one entry, that shows \u201cALL\u201d under the first three columns, that covers most if not all insurance claims.\u00a0 <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"967\" height=\"306\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Provider.png?resize=967%2C306&#038;ssl=1\" alt=\"\" class=\"wp-image-644\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Provider.png?w=967&amp;ssl=1 967w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Provider.png?resize=300%2C95&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Provider.png?resize=768%2C243&amp;ssl=1 768w\" sizes=\"(max-width: 967px) 100vw, 967px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p><strong>Edit<\/strong> this entry to check the settings, or click <strong>New<\/strong> to make a new entry.  <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"683\" height=\"443\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Provider-ID.png?resize=683%2C443&#038;ssl=1\" alt=\"\" class=\"wp-image-645\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Provider-ID.png?w=683&amp;ssl=1 683w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Provider-ID.png?resize=300%2C195&amp;ssl=1 300w\" sizes=\"(max-width: 683px) 100vw, 683px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>In this screen, enter the Rendering Provider\u2019s individual\nNPI (<em>this will populate Box 24J<\/em>), and enter the Tax Identifier.&nbsp; Selecting the \u201cIndividual\u201d option, will cause\nthe NPI entered here to over-write the Billing Provider NPI entry made in the\nPractice IDs grid, and thus the NPI that appears in Box 33a.&nbsp;&nbsp;&nbsp; Selecting \u201cGroup\u201d will allow the NPI\nentered in the Practice IDs grid to populate Box 33a.<\/p>\n\n\n\n<p>Just like the Practice IDs grid, if certain insurances or\nother conditions require different IDs to be sent on different claims, make new\nentries and select the criteria (<em>Provider, Insurance, or Facility<\/em>) that\nprompts the need for different IDs.&nbsp; For\nexample, if Medicare should be sent with Social Security Number instead, click\nthe \u201cInsurance Company\u201d option and select that insurance code, then select the\n\u201cSocial Security Number\u201d option and enter that value.&nbsp; Click the <strong>New<\/strong> button to add another\nentry.<\/p>\n\n\n\n<p>Click <strong>OK<\/strong>, then <strong>Save<\/strong>, when finished.<\/p>\n\n\n\n<p>To populate Box 17b with a Referring Physician NPI, go to <strong>Lists<\/strong>,\nthen <strong>Referring Providers.&nbsp; <\/strong>Select\nthe <strong>Referring Provider IDs<\/strong> tab.<\/p>\n\n\n\n<p>To populate Box 33a with a Facility NPI, go to <strong>Lists<\/strong>,\nthen <strong>Facilities.&nbsp; <\/strong>Select the <strong>Facility\nIDs<\/strong> tab.&nbsp; The Facility IDs entries\nhave one additional option that should be selected; <strong>Send Facility on Claim<\/strong>.&nbsp; Also, when checking this option, select \u201c77 \u2013\nService Location\u201d for the <strong>ID Qualifier<\/strong>.<\/p>\n\n\n\n<p>Both of these grids work like the Practice and Provider IDs\ngrids.&nbsp; You should have at least one\nentry that works for most or all insurances, and make additional entries as required.\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Medisoft claim processing for both print and electronic claims depends on a series of flexible rules that you define on the various ID grids in the application. When setting up or updating your practice data, you will create a series of grid entries (rules) on the Practice IDs and Provider IDs grid. You may also &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/how-to-enter-npi-number-in-medisoft\/\"> <span class=\"screen-reader-text\">How to enter NPI numbers in Medisoft<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":638,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":""},"categories":[9],"tags":[],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/NPI.jpg?fit=600%2C314&ssl=1","jetpack-related-posts":[{"id":364,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/how-to-setup-a-new-practice-in-medisoft\/","url_meta":{"origin":637,"position":0},"title":"How to setup a new practice in Medisoft","author":"2kmedical","date":"May 22, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/337636648 01.\u00a0\u00a0Begin by double-clicking the blue Medisoft icon on your desktop. 02.\u00a0\u00a0To create a new practice data set in Medisoft, click FILE then NEW PRATICE in the main menu. By default, the last practice opened will open automatically when you start Medisoft.\u00a0\u00a0If you have multiple practices you can switch between\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Medisoft Practice Setup","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/05\/Medisoft-Key-1.png?fit=750%2C500&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":73,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/setting-up-a-new-provider-in-medisoft\/","url_meta":{"origin":637,"position":1},"title":"How to add a new provider in Medisoft","author":"2kmedical","date":"May 21, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/337652439 01.\u00a0\u00a0To enter a new provider, or edit an existing record, go to LISTS then PROVIDER, then PROVIDERS. 02.\u00a0\u00a0If you want to edit an existing record, highlight it then click EDIT.\u00a0\u00a0Otherwise click NEW to create a new entry. 03.\u00a0\u00a0Starting from the top, first create a CODE.\u00a0\u00a0This will be a short\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Medisoft New Provider","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/05\/Provider.jpg?fit=750%2C500&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":793,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-taxonomy-codes\/","url_meta":{"origin":637,"position":2},"title":"How to Enter Taxonomy Codes in Medisoft","author":"2kmedical","date":"February 26, 2021","format":false,"excerpt":"https:\/\/vimeo.com\/517253958 Placing a Taxonomy code on a claim will vary depending on the method, paper or electronic, and if electronic, may still vary further depending on what clearinghouse you\u2019re sending to, and what electronic method is used to generate the claims. First let\u2019s take a look at \u201cPaper claims\u201d, and\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Medisoft Taxonomy Codes","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/02\/Taxonomy-Codes.png?fit=996%2C467&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":376,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/referring-provider-setup-in-medisoft\/","url_meta":{"origin":637,"position":3},"title":"How to add a referring provider in Medisoft","author":"2kmedical","date":"May 22, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/337649124 01.\u00a0\u00a0To add a new Facility, or edit an existing record, go to LISTS then FACILITIES. 02.\u00a0\u00a0If you want to edit an existing record, highlight it then click EDIT.\u00a0\u00a0Otherwise click NEW to create a new entry. 03.\u00a0\u00a0Starting from the top, first create a CODE.\u00a0\u00a0This will be a short five-character identifier\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Medisoft Referring Providers","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/05\/doctors.png?fit=750%2C500&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":379,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/how-to-add-a-facility-in-medisoft\/","url_meta":{"origin":637,"position":4},"title":"How to add a facility in Medisoft","author":"2kmedical","date":"May 22, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/337860927 01.\u00a0 To add a new Facility, or edit an existing record, go to LISTS then FACILITIES. \u00a0 \u00a0 02.\u00a0 If you want to edit an existing record, highlight it then click EDIT.\u00a0 Otherwise click NEW to create a new entry. \u00a0 \u00a0 03.\u00a0 Starting from the top, first create\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Medisoft Facility","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/05\/emergency.png?fit=750%2C452&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":532,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/add-insurance-company-in-medisoft\/","url_meta":{"origin":637,"position":5},"title":"How to add an insurance company in Medisoft","author":"2kmedical","date":"June 17, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/342831460 01. To add a new Insurance, or edit an existing record, go to LISTS then INSURANCE then CARRIERS. 02. If you want to edit an existing record, highlight it then click EDIT. Otherwise click NEW to create a new entry. 03. Starting from the top, first create a CODE.\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Adding insurance in Medisoft","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/05\/health-insurance-card.png?fit=750%2C424&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/637"}],"collection":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/comments?post=637"}],"version-history":[{"count":0,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/637\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media\/638"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media?parent=637"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/categories?post=637"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/tags?post=637"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}