Creating New Accounts

Use this task to create new enrollment accounts.

Use this task to create new accounts. Account creation contains several key fields: Client Code, Group Name, Tax ID, and NPI. The NPI field lets users create unique accounts while maintaing the same client code and tax ID. This allows you to complete enrollment forms having the same client code and tax ID but a unique NPI.

Creating a New Account

  1. Select the Manage Accounts link. The Manage Accounts screen appears.
  2. Select Create Account in the upper right of the screen. The Create New Account screen appears.
  3. Enter data for all the required fields and as appropriate for non-required fields. Required fields are indicated with an asterisk
  4. Select Save.

Creating a New Account Using Copy Account

  1. Select the Manage Accounts link. The Manage Accounts screen appears.
  2. Select the copy icon for the client code whose data you want to copy from. The Create New Account screen appears with the information displaying for the selected account.
  3. Edit data for all the required fields and as appropriate for non-required fields. Or, select Clear All to delete data for all the fields on the screen.
    note: If the Client Code and Tax ID are to remain the same for the new account you are creating, you must enter a unique NPI.
  4. Select Save.