Creating a Provider Profile

​

Accessing the Creation Form

There are two ways to create a new provider profile:

​

Option 1: Via 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

4. Click Create Provider Profile to open the creation form

​

Option 2: Via 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

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. Affiliated Organizations 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

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. Payers Open the Payers panel to choose which payers to load data for. Recommended payers are pre-selected based on the provider, so you start with a relevant set automatically. Each payer shows useful context at a glance:

• Contracted indicates the provider has a contract with that payer.
• In region flags payers active in the provider’s market.
• The detail line shows the most recent data date and how many dates are available (for example, “Latest: 2026-06-01 · 23 dates available”).

To adjust the set:

• Use the search bar to find a specific payer by name.
• Check or uncheck any payer to add or remove it, or use Select All / Deselect All.
• The counter (for example, “4 of 28 selected”) shows how many payers are currently loaded.

Your selected payers feed the percentile positioning and benchmarks across your dashboard views. These selections aren’t permanent. You can reopen the Payers tab in your dashboard and adjust which payers are loaded at any time after the profile is created. Competitors When you create a provider profile, PriceMedic automatically identifies similar groups: providers in your selected markets that resemble the subject in location, practice size, and billing pattern. A best-match set is selected for you by default, so you get an apples-to-apples peer comparison without any manual setup. Configuring competitors Open the Similar Groups panel to review and adjust the set. You’ll see every candidate provider in your markets, with the recommended ones already checked. Narrow the list using the filters at the top:

• Radius: distance from the subject practice (drag the slider).
• Practice size: limit to specific size bands, from 1-5 providers up to 500+.
• Billing: select Bills similarly to keep only providers with a comparable billing profile.
• Exclude unknown: drop providers whose size or details can’t be confirmed.
• Max org size: cap the largest organizations included in the set.

Then refine by hand: check or uncheck any individual group to add or remove it, or use Select All / Deselect All. The counter (for example, “64 of 75 selected”) shows how many are currently in your set. Your selections feed the peer comparison, percentile positioning, and exports. These selections aren’t permanent. You can revisit the Competitors tab in your dashboard and adjust your competitors set at any time after the profile is created.

​

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.