{"id":73,"date":"2019-05-21T08:00:24","date_gmt":"2019-05-21T08:00:24","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=73"},"modified":"2019-05-28T22:15:54","modified_gmt":"2019-05-28T22:15:54","slug":"setting-up-a-new-provider-in-medisoft","status":"publish","type":"post","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/setting-up-a-new-provider-in-medisoft\/","title":{"rendered":"How to add a new provider in Medisoft"},"content":{"rendered":"\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe title=\"Setting up a new provider in Medisoft\" src=\"https:\/\/player.vimeo.com\/video\/337652439?dnt=1&amp;app_id=122963\" width=\"500\" height=\"269\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">01.&nbsp;&nbsp;To enter a new provider, or edit an existing record, go to LISTS then PROVIDER, then PROVIDERS.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image001-4.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">02.&nbsp;&nbsp;If you want to edit an existing record, highlight it then click EDIT.&nbsp;&nbsp;Otherwise click NEW to create a new entry.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image002-4.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">03.&nbsp;&nbsp;Starting from the top, first create a CODE.&nbsp;&nbsp;This will be a short five-character identifier for the provider.&nbsp;&nbsp;For example, if the doctor\u2019s name is \u201cJohn Doe\u201d you could enter JD, or JOHND, or JDOE for the code.&nbsp;&nbsp;You can also leave the field blank, in which case the program will create a code for you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">04.&nbsp;&nbsp;Next enter the LAST NAME, and FIRST NAME.&nbsp;&nbsp;The MIDDLE NAME and CREDENTIALS are optional.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">05.&nbsp;&nbsp;Next enter a STREET address, CITY, STATE and ZIP CODE.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">06.&nbsp;&nbsp;Next enter any contact information you would like in the OFFICE, HOME, FAX, and CELL fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">07.&nbsp;&nbsp;Next place a check-mark in the SIGNATURE ON FILE box.&nbsp;&nbsp;Most often the SIGNATURE DATE field is left blank.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">08.&nbsp;&nbsp;Next place a check-mark in the MEDICARE PARTICIPATING box if the provider is considered a Medicare participating provider.&nbsp;&nbsp;A Medicare participating provider agrees to accept assignment on all Medicare claims for covered services and supplies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">09.&nbsp;&nbsp;Last on this tab, you can enter the provider\u2019s LICENSE NUMBER.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">10.&nbsp;&nbsp;Now click on the REFERENCE tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image003-4.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">11.&nbsp;&nbsp;This tab is as the name suggests mostly for reference.&nbsp;&nbsp;If you converted data from a previous version of Medisoft you may already have data on this tab, however the fields are not used for claims generation.&nbsp;&nbsp;You may enter IDs here you would like, but again the program will not use them for anything.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">12.&nbsp;&nbsp;There is one field on this tab that could be used, and that is the PROVIDER CLASS.&nbsp;&nbsp;This field is used to group providers in practices with a large number of providers where common IDs are used.&nbsp;&nbsp;If setup, this code can be used in the Practice IDs grid mentioned on pages 4-5.&nbsp;&nbsp;To set this up go to LISTS then PROVIDER then CLASS.&nbsp;&nbsp;Click NEW then enter a CLASS ID, CLASS NAME, and DESCRIPTION.&nbsp;&nbsp;You can then enter the CLASS ID here in the provider record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">13.&nbsp;&nbsp;Now click on the PROVIDER IDs tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image004-4.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">14.&nbsp;&nbsp;Like the Practice IDs grid mentioned earlier (<em>pages 4-5<\/em>), this grid allows you to setup rules for&nbsp;how the program populates ID fields like 24j shaded and un-shaded.&nbsp;&nbsp;In each provider\u2019s record you will need at least one line.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">15.\u00a0\u00a0You can add a line by clicking NEW.<br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image005-4.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">16.&nbsp;&nbsp;In this screen select whether the provider sends claims as an INDIVIDUAL or as a GROUP.&nbsp;&nbsp;If the provider\u2019s individual NPI is sent in both 24j and 33a; select INDIVIDUAL.&nbsp;&nbsp;If the provider\u2019s individual NPI is sent in 24j, but the practice or group NPI needs to be sent in 33a; select GROUP.&nbsp;&nbsp;Also note the LEGACY IDENTIFIER 1 field populates 24j shaded.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">17.&nbsp;&nbsp;Next enter the NATIONAL PROVIDER ID for the provider, and the TAX IDENTIFIER or SOCIAL SECURITY NUMBER.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">18.&nbsp;&nbsp;Click OK then SAVE when finished.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">19.&nbsp;&nbsp;If a particular insurance carrier wants different IDs than what was setup in the first entry, you can add another entry making sure to select that INSURANCE CARRIER.&nbsp;&nbsp;Any specific entries where an Insurance Carrier, Insurance Class, or Facility are selected will over-ride the \u201call, all, all\u201d entry.&nbsp;&nbsp;An example of this can be seen on the previous page.&nbsp;&nbsp;In that example, the second line will take precedence over the first line when the insurance claim being printed or sent electronically is MCR.&nbsp;&nbsp;Note, you may have to come back to this section if the insurance carriers have not yet been added to Medisoft.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">20.&nbsp;&nbsp;Click OK then SAVE when finished.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>01.&nbsp;&nbsp;To enter a new provider, or edit an existing record, go to LISTS then PROVIDER, then PROVIDERS. 02.&nbsp;&nbsp;If you want to edit an existing record, highlight it then click EDIT.&nbsp;&nbsp;Otherwise click NEW to create a new entry. 03.&nbsp;&nbsp;Starting from the top, first create a CODE.&nbsp;&nbsp;This will be a short five-character identifier for the provider.&nbsp;&nbsp;For example, &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/setting-up-a-new-provider-in-medisoft\/\"> <span class=\"screen-reader-text\">How to add a new provider in Medisoft<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":371,"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":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[9],"tags":[],"class_list":["post-73","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-medisoft-training"],"yoast_head":"<!-- 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