How to add a Taxonomy Code to my claims for a specific insurance carrier

October 31st, 2018
  • Access trans and claims
  • Zip Claim
  • Dr Set up
  • Double click the Dr you want to work on (you have to do thisper Dr entry)
  • Click the Pink E-Settings/Set up button
  • Make changes
  • Enter your taxonomy code in the field provided

Next: 

Access the insurance entry that requires the Taxonomy code and add ZZ in the Name Qualifier Field


You can locate your taxonomy code on the NPPES registry - https://npiregistry.cms.hhs.gov/  enter the providers NPI number and click search

If you require a group taxonomy code and an individual taxonomy code on your claims you will also need to add your group taxonomy in Dr Set up.

  • Access utilities
  • System Set up
  • Enter set up area
  • Doctor Set up
  • Double click the Dr. you want to work on (you have to dothis per Dr entry)
  • Enter the taxonomy code in the field provided