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How do I keep my NPI and Tax ID valid?

Add providers' NPI and Tax ID to streamline verification.

Updated today

NexHealth Verification relies on your Providers' NPI (National Provider Identifier) from your health record system to verify patients' insurance. By default, NexHealth uses the provider assigned to a patient, or to the patient's appointment to verify the patient's insurance.

If the patient does not have a provider assigned, we will look for another active provider in your system with an NPI. If the incorrect provider is being used for verification, it may be because the desired provider has an invalid NPI in your health record system. You can solve this by adding a fallback NPI or by using a single global NPI and tax ID.

For use with NexHealth Verification

Overview

Update NPIs in your health record system (Dentrix, OpenDental, and Eaglesoft).

Once added or edited, NexHealth will read the new NPI on the next overnight verification cycle. Going forward, verifications will use the updated NPI. NPIs can be entered manually for on-demand verifications.

Add a fallback NPI

Create a fallback NPI for NexHealth to use if one is not present for a specific provider.

1. Go to Gear icon → Settings → NPI and Tax ID.

Click the gear icon in the upper right, click Settings, then choose NPI and Tax ID from the left side menu.

2. Click on Set up an NPI and Tax ID fallback.

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3. Enter the provider's Name, NPI, and Tax ID and click Save.

NexHealth will use this NPI/Tax ID combination any time we we attempt to verify insurance and cannot find an NPI.

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Add a Global NPI and Tax ID

Adding a Global NPI and Tax ID ensures that provider data pre-fills for each verification, reducing manual entry for On-Demand checks, and ensuring that verification happens automatically from the Dental Insurance form.

Providers can still modify the NPI and Tax ID on the On-Demand form if needed.

1. Go to Gear icon → Settings → NPI and Tax ID.

Click the gear icon in the upper right, click Settings, then choose NPI and Tax ID from the left side menu.

2. Click on Use single global NPI and Tax ID.

3. Enter the Provider Name, NPI, and Tax ID.

Enter the Provider Name, NPI, and Tax ID you want to use for verification.

4. Click Save.

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