This article deals solely with adding Special Identifiers to an existing staff record.

Special Identifiers are a generic term in the system for Staff (or Groups) that can include:

• Rendering Provider (NPI)
• Referring Provider (NPI)
• Billing Provider (NPI)
• Service Provider (Tricare, Florida & Georgia Medicaid)
• Tax ID (EIN)
• Service Facility (NPI)
• Provider Taxonomy Codes (NPI)

Add Special Identifiers

1. On the left sidebar of the system, highlight Staff under the agency/office name so that the Staff List is showing.
2. Open the desired staff member’s record by either double-clicking on their name or clicking the highlighted "Edit" button on the main screen toolbar - a new window will open.
3. On the General tab (first tab), to the right of the Last Name, you will see a Special Identifier button.
   
    
4. Click on the Special Identifier button - a new window will open.
    
5. Click on the green Add button in the upper-left corner, and a new line will appear.
   
    
6. Click the arrow on the Type dropdown to select the kind of Identifier you wish to add.

7. NOTE: Identifiers in brackets are hardcoded and cannot be changed or removed.

8. Additional identifiers can be added by going to Settings -> Customize Lists (from the main screen).
9. Enter the ID/ Number/ Code in the ID/ Number/ Code field.
10. You may also add a Note pertaining to the special identifier (optional)
11. Check the Private box if you want only the last 4 digits of the ID/ Number/ Code to be visible outside of this screen.
12. The following 5 checkboxes indicate the role of the Identifier on the CMS 1500 Form.
    For example, if you want the Rendering Provider field on claims to have this staff's NPI number, you would want to select the Type as NPI and check the box for Rendering Provider.
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13. Repeat the steps above to enter additional identifiers related to the staff member such as Billing Provider and/or Referring Provider.
14. Once you’ve finished adding identifiers, click OK.
15. Be sure to click Save & Close on the Staff record to save your changes.
16. If your staff's NPI number has an associated Taxonomy Code, repeat the above steps to add a Special Identifier for it here as well.

    NOTE: Taxonomy Codes correspond to NPI numbers, and so you will want to select the appropriate provider checkbox based on which Claim Form Box needs it (Rendering Provider, Billing Provider, etc) - see the above screenshot for reference.

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