Objective
To ensure practice information is accurate, complete, and compliant across all tabs of the portal.
Key Steps
1. Managing Practice Details
Steps
Navigate to Practices and select the desired practice.
Open the Details tab.
Review or enter the following information:
External System / External ID
Organization Name, Type, and NPI
Legal Name and DBA
Authorized Official details
Identifiers (NCPDP, PTAN, Tax ID)
Address Information
Contact Information
Billing Information
Click Save to update.
Important Notes
Ensure identifiers (NPI, PTAN, Tax ID) match payer records.
Any error here will flow downstream to claims and billing.
Tips for Efficiency
Keep a reference file of official identifiers to reduce re-keying mistakes.
Use copy-paste for long legal names to avoid typos.
2. Managing Practice Members
Steps
Navigate to the Members tab.
Review the current list of members.
To manage a member:
Open the menu next to their name.
Edit or remove as needed.
To add a new member:
Use Add Member.
Enter name, email, assign a role (staff, manager, provider).
Save to confirm.
Important Notes
Assigning the wrong role may give inappropriate system access.
Removing a member cuts off their access immediately.
Tips for Efficiency
Maintain a role assignment list by practice to reduce confusion.
When onboarding multiple staff, add them in one sitting to streamline the setup.
3. Managing Practice Relations
Steps
Navigate to the Relations tab.
Review existing relationships.
To add a relation:
Click Add Relation.
Select organization, type, and relationship type.
Save.
To edit or remove a relation:
Select the record and update accordingly.
Important Notes
Relations impact distributor workflows and supply chain.
Always verify with practice leadership before adding or removing a relation.
Tips for Efficiency
Keep a master distributor list handy for quick selection.
Use consistent naming to avoid duplicates across practices.
4. Managing Practice Locations
Steps
Go to the Locations tab.
Review the list of active practice locations.
To add a location:
Click Add Location.
Enter address and contact details.
Save.
To edit or remove:
Select the record, update, or remove.
Important Notes
Locations must align with payer and scheduling records.
Removing a location may unmap linked providers.
Tips for Efficiency
Save frequently used addresses in a secure reference sheet.
Validate addresses with USPS or Google Maps before saving.
5. Managing Practice Pricing
Steps
Go to the Pricing tab.
Review existing pricing records.
To add pricing:
Click Add Pricing.
Select procedure/service, enter price, and set effective dates.
Save.
To edit or remove pricing:
Select a record and update or remove.
Important Notes
Incorrect pricing will directly affect claim reimbursement.
Pricing must always match the latest payer fee schedule.
Tips for Efficiency
Update pricing in bulk when payer fee schedules change.
Keep an archive of prior pricing to track historical changes.