Add/Edit NPI Codes

There are Four types of NPI codes you can add into TheraPlatform: Organization, Facility, Provider, and Referring Physician. Below are the steps for each.

By default, all claims are submitted with your Organization NPI. Facility NPI is optional. If you add Facility NPI, it will be used instead of Organization NPI when you submit a claim. Provider NPI is used only when you select Bill with provider's NPI on the invoice related to the claim.

Referring Physician NPI is optional and it is used only when your client provides information about the referring physician. Referring physician NPI is used only when the first and last name of the referring physician is provided under the client's demographics.

Organization (required for claim submission) 

Step 1: Click on Settings< Organization< General.

Step 2: Click on Edit. 

Step 3: Mark in blue " Is Tax Id SSN?", if you file taxes with your social security number and enter your social security number under Tax Id number field

• Uncheck the blue box "Is Tax Id SSN? " (should not be marked in blue), if you file taxes with tax id and enter your tax id number under Tax Id number field
• If you marked, "Is Tax Id SSN?" in blue and entered your social security number, enter your individual NPI number under NPI and enter your first and last name
• If you un-checked "Is Tax Id SSN?"  and you entered your tax ID number, enter the name of your organization and enter your organization NPI.
• Select the currency you take and your time zone and click on Save changes.

Step 4: Click on Save Changes when done.

Facility (optional for claim submission)

Step 1: Click on Settings.

Step 2: Click on Office Locations.

Step 3: Click on Edit.

Step 4: Here you can Add, Edit or Delete the NPI. 

Step 5: Click on Save Changes when done.

Provider (optional for claim submission)

Step 1: Click on My Account

Step 2: Click on Details.

Step 3: Here you can Add, Edit or Delete the NPI. 

Step 4: Click on Save Changes when done.

Referring Physician (optional for claim submission)

Step 1: Click on Clients.

Step 2: Under Client Details you will see the Details tab.

Step 3: Click on Edit.

Step 4: Here you can Add, Edit or Delete the Referring Physicians NPI.

Step 5: Click on Save Changes when done.