Skip to main content
All CollectionsVerification
Manage NPI and tax ID
Manage NPI and tax ID

Add providers' NPI and Tax ID to streamline verification

Updated over a week ago

NexHealth Verification relies on your Providers' NPI (National Provider Identifier) 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.

There are several options for managing NPIs:

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

  2. Create a global NPI for NexHealth to use for ALL verifications.

  3. Update NPIs in the practice management system (Dentrix, OpenDental, and Eaglesoft).

Add a fallback NPI

Enter a fallback NPI to use when one is not present:

1. Navigate to the gear icon and select Settings.

2. Choose NPI and Tax ID configuration from the left side menu.

__wf_reserved_inherit

3. To set up a fallback ID, click on Set up an NPI and Tax ID fallback.

4. Enter the provider's Name, NPI, and Tax ID and click Save. NexHealth will use this NPI/Tax ID combination any time we attempt to verify insurance for a patient without one.

__wf_reserved_inherit

Add a Global NPI and Tax ID

Add an NPI and Tax ID to use for ALL verifications regardless of the patient's designated provider:

1. Select Use single global NPI and Tax ID.

__wf_reserved_inherit

2. Enter the Provider Name, NPI, and Tax ID and click Save. NexHealth will use this provider's NPI and Tax ID for ALL verifications.

Add or edit NPIs in 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.

Dentrix

1. From the Appointment book click on the Office Manager icon

__wf_reserved_inherit

2. Click on Maintenance --> Practice Setup --> Practice Resource Setup

__wf_reserved_inherit

3. Locate the Provider and click on the Edit (pencil) icon.

__wf_reserved_inherit

4. Enter the 10-digit NPI number in the NPI field.

__wf_reserved_inherit

5. Click OK to save.

Open Dental

1. From the Schedule, click on Lists.

__wf_reserved_inherit

2. Select Providers.

__wf_reserved_inherit

3. Double-click on the Provider to update.

__wf_reserved_inherit

4. Enter the 10-digit NPI in the National Provider ID field.

__wf_reserved_inherit

5. Click OK to save.

Eaglesoft

1. From the Office Management screen, select Lists --> Providers.

__wf_reserved_inherit

2. Select the Provider and click Edit.

__wf_reserved_inherit

3. Click on Identification.

__wf_reserved_inherit

4. Enter the 10-digit NPI in the National Provider ID field.

__wf_reserved_inherit

5. Click on the X to close the Identification window, then click OK, then click Close to save.

Did this answer your question?