Skip to main content

​
Accessing the Creation Form

There are two ways to create a new provider profile: Provider Search
  1. Navigate to Provider Search from the Your Organization section in the sidebar
  2. Search for the provider you want to add by name or EIN
  3. Click on a provider from the search results to view their details
Provider Details
  1. Click Create Provider Profile to open the creation form

​
Option 2: Via Sidebar

Add a Provider from Sidebar
  1. Click on the Current Provider selector at the top of the sidebar
  2. Click Add a Provider at the bottom of the provider list
  3. This will open the provider creation form

​
Creating Your Provider Profile

Empty Provider Creation Form Once you’ve accessed the creation form, you’ll need to enter the following information:

​
Required Fields

EIN (Employer Identification Number) Enter the 9-digit Employer Identification Number. Once entered, the system will automatically search for all providers associated with this EIN. Available Providers Filled Provider Creation Form If your entity includes multiple constituents, select the specific providers you want to analyze in this profile. For instance, if a single EIN covers both an ASC and a professional group, you can limit your analysis to just the ASC by selecting only those providers. You must select at least one provider to continue. Use the filter to search providers by name, NPI, or taxonomy code. Provider Name This is the display name you’ll see throughout the platform when working with this provider profile. It will appear in all dashboards, exports, and visualizations, so choose a name that makes it easy to identify.

​
Optional Fields

Provider Tags Tags help you organize and categorize providers across your organization. They’re particularly useful for cross-referencing data—for example, you can create an “External ID” tag to map your internal organization IDs to provider profiles. Primary Taxonomy The taxonomy code determines the provider’s specialty classification. This is used to:
  • Identify the most commonly billed codes for this specialty
  • Match with appropriate competitors in the same specialty
The system will suggest a taxonomy code based on your EIN search, but you can modify it if needed. Billing Code List Select which billing code list to use for this provider’s analytics. You can choose a custom list you’ve created or use the default specialty-based codes. This selection determines which procedures will be included in all analysis and comparisons.

​
Advanced Options

Click Advanced Options to configure additional settings for the provider profile.

​
Complete Creation

Once all required fields are filled, click Create Provider to finalize your new provider profile. You’ll then be able to access dashboards and analytics for this provider.