Providers
The people and places a claim names. This page covers the Providers and Locations screens, because they answer one question together: where a claim’s provider and location details come from, and where to correct them.
Who Can See It
Section titled “Who Can See It”User and Administrator, each screen when the client is licensed for it.
Providers
Section titled “Providers”| Column | What it shows |
|---|---|
| Name | The provider |
| NPI | Their national provider identifier |
| Type | The role the provider plays on a claim |
| Phone, Email | Contact |
| Type | What it means |
|---|---|
| Rendering | Performed the service |
| Referring | Sent the patient |
| Billing | Bills for it |
| Supervising | Oversaw it |
A visit carries its providers onto the claim it generates.
Locations
Section titled “Locations”| Column | What it shows |
|---|---|
| Name | The location |
| Location | Its facility or address |
| NPI | The facility identifier |
| Phone | Contact |
Actions
Section titled “Actions”| Action | What it does | When it is offered |
|---|---|---|
| Create | Adds a provider or location | Always |
| Edit | Changes one | From the row menu |
| Delete | Removes one | From the row menu |
Fix It Here, Not on the Claim
Section titled “Fix It Here, Not on the Claim”A claim failing review on provider or location details is usually a source-record problem. Correcting it here means every future claim built from that source inherits the correction, rather than you repairing each claim in turn. It does not revisit claims already built.
States
Section titled “States”- Empty - a client with no providers or locations says so.
- Blocked - each screen has its own module. Without it the entry is not in the sidebar, and a saved link to it says the module is not part of your plan.
Related: Visits · The Claim Page · Check and Fix a Claim