How to Set Up a Medical Group

Summary

Medical Group defines a group of physicians and other health care providers who have organized themselves to provide services. On the Medical Group their NPI is added and should be printed in box 33 on the CMS 1500 if the Provider is associated to the Medical Group.

What Do You Want to Do?

Add a Medical Group

Medical groups are added from the Home Nav bar select Setup/Admin then select Providers. An additional sub nav bar opens select Medical Groups.

The Select Medical Group window opens

1. Select Add

The Enter Medical Group window opens

1. Enter Code (make this something easy to identify)

2. Enter the Name (associated with Code created)

3. Enter the Address, City, State, and Zip

4. Enter Telephone number

5. Enter Extension (if available)

6. Enter Fax (if available)

7. Enter FEIN (Federal Employer Identification Number) (if available)

8. Enter NPI (if available)

9. Enter Specialty (if available)

10. Select Save

This Medical Group can be inactivated by checking the box next to Inactive

Add a provider to a medical group

1. On the Home Nav Bar, select Setup/Admin.

2. Select Providers

3. The Select Providers window opens

4. Search for and select the provider you want.

5. Select the magnifying glass beside the Medical Group field.

   

6. The Select Medical Groups window opens

7. Search for and highlight the correct group.

8. Click Select

9. Back on the Enter Provider window the Medical Group is now listed

10. Select Save