Add a New Provider

Who can add new providers?

Users with the Account Setup & Providers permissions can add a new Provider with an existing Tax ID. 

Users with the Bill Payment, Account Setup & Providers  permissions can add a new Provider with a new Tax ID.


Follow the steps below to add a New Provider.

  1. Select Customer Setup > Providers.

  2. Click the New Provider button. 

  3. Enter the provider Last Name, First Name, MI & Credentials.

  4. Add the provider’s NPI number. Or click the  icon to search the NPPES NPI Registry for all NPI records of Healthcare Providers.

    1. Once the NPI Registry window opens, select the NPI type.

    2. Enter your search criteria and click Search.

      If you're searching with a partial name or are unsure of the spelling, it must be followed by an asterisk * (i.e. When searching for the “James Jones”” type in “Jame*” in the first name field and “Jon*” in the last name field so it pulls up all records that include “Jame” and “Jon” in the first/last name). Failure to add the wildcard (*) will result in the registry only searching for an exact match and may not pull up the record you are searching for.

    3. A window will open displaying the NPI numbers that match your search results. 

    4. Select the NPI of the Provider you would like to add.

  5. The Sequence # is auto-populated by CollaborateMD.

  6. Enter the Taxonomy Specialty that defines the Provider's area of specialization. Or click on the
     icon to select one from the list.

  7. A Reference # can be created to further identify the provider.
  8. Enter a Code you would like to associate with the provider.

  9. Use the icon to select the Default Practice for this provider.

    Important: Once the provider has been saved, the practice listed in this field cannot be changed.

  10. For Bill claims under, use the  icon to select the Billing Provider that should be used for the claim.

    Leave as SELF if this provider is the Billing Provider.

  11. Use the  icon to select the provider to Check eligibility under.

    Leave as SELF if this provider will submit eligibility requests to the payer themselves. 

  12. Select which Tax ID number (SS/EIN) this provider will use, and enter it into the field.

  13. Select whether this provider will Bill as an Individual or a Group.

  14. Professional Mode/Institutional Mode: Authorized Reps can move Provider(s) into Production Mode once a Submitter Number is assigned to the Provider(s). 

    1. Production Mode: Claims will be submitted to the payer for processing.

    2. Test Mode: Claims will not be submitted to the payer for processing, and only sent to the Clearinghouse.

    3. Hold Mode: Claims will not be submitted to the payer or Clearinghouse. Claims will stay in CollaborateMD. 

  15. Enter the provider’s Contact Information (e.g., phone, fax, cell phone, email).

  16. Add any applicable ID Numbers by referencing the Provider Field Descriptions below.

  17. Optional:  Use the  icon to select a Default Revenue Code to associate with this provider.

  18. Click Save.

  19. After the Provider has been created, you will receive a CMD Message with the Change Healthcare Username and Password within 24-48 hours. This username and password are needed to complete and Payer Agreements. Please refer to the Payer Agreements Help Article to learn more.