The instructions below are for an Individual Practice. (Click here for Group Provider instructions)

Medicare systems will accept claims with an NPI, but an existing legacy Medicare number must also be on the claim. Note that CMS claims processing systems will reject, as unprocessable, any claim that includes only an NPI.

1. Click on Lists, and select Providers and Provider
2. Double-click on Provider with the corresponding NPI
3. Select the Default Pins tab, and enter the NPI in the National Identifier field.
4. Click on Save

---

How to Setup a Group Provider NPI in Medisoft

Take the following steps to setup a Group NPI for the practice:

1. Click on List, Provider, and select Class
2. Click New in the Provider Class List window.
3. Enter Class ID, Class Name, Description, and your National ID. Click Save
4. This is only an EXAMPLE. We suggest for:
   • Class ID GRNPI (5 Characters)
   • Class Name GRPNPI
   • Description Your Group Name
5. The new ID should appear in the Provider Class List window. Click Close.
6. Click List, Provider, and select Providers.
7. Click New to create a new Provider, or double-click an existing Provider to Edit.
8. Select the Default Group IDs tab, click the drop-down box and select the Provider Class, created in step three.
9. Click Save.
10. The Provider is now setup to transmit the Group NPI number for the practice.

Repeat these steps for each Provider in your practice.

MAKE SURE WHEN YOU GO INTO SELECT THE CLAIM FORM THAT YOU SELECT THE CMS FORM PRIMARY, SECONDARY, TERTIARY FOR THE NPI TO PRINT ON THE CLAIM FORM

If you are a health care provider who bills for services, you probably need an NPI. If you bill Medicare for services, you definitely need an NPI! Getting an NPI is easy. Getting an NPI is free. The first step is to get your NPI. If you delay applying for your NPI, you risk your cash flow and that of your health care partners as well.

As outlined in the Federal Regulation, The Health Insurance Portability and Accountability Act of 1996 (HIPAA), covered providers must also share their NPI with other providers, health plans, clearinghouses, and any entity that may need it for billing purposes.