Configuration Overview

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Getting Started

Configure your provider profile settings to ensure accurate benchmarking and reimbursement analysis. All configuration options are accessible through the Settings section in the sidebar.

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Configuration Settings

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General Settings

Additional Identification Numbers Configure your TINs (NPI or EIN) to help pull accurate provider data from our systems and ensure comprehensive data coverage. Provider Taxonomy Your primary taxonomy code determines your specialty classification and enables specialty-specific insights. This impacts how you’re benchmarked against similar providers and which billing codes are suggested. Provider Markets Define the geographic regions where you operate. These locations influence which competitors and rates are included in your market comparisons and analysis. You may want to modify these settings if you’re expanding into new markets, if the automatically detected locations don’t reflect your current service areas, or if you want broader market insights. Setting multiple locations is particularly valuable for practices operating across different markets, as it allows you to compare performance across various geographic regions simultaneously and identify market variations and competitive landscapes in different areas. Provider Tags Organize and categorize providers with custom labels. Tags are useful for cross-referencing data, such as mapping internal organization IDs to provider profiles.

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Billing Codes

Billing code lists allow you to target your statistics and analyses based on the services and procedures your practice routinely bills. Your rate comparisons will only look at the procedures you perform, making benchmarking more meaningful. If you don’t have a specific list assigned, our system intelligently selects a default billing code list based on the medical specialties of the providers at your practice, ensuring you get meaningful insights right from the start. Learn more about Billing Code configuration →

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Competitors

Select and manage competitor providers to compare your reimbursement rates and performance metrics against similar practices in your market. Competitor selection helps you understand your competitive positioning and identify opportunities for rate improvements. Learn more about Competitor configuration →

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Payers

Manage which insurance payers are active for your provider profile. These payers serve as the foundation for analytical tools such as creating detailed rate tables and conducting market comparisons. Most desirable payers are already loaded at baseline for your convenience. If you notice a payer you’re contracted with is not listed, contact our support team and we’ll work to prioritize adding them to your profile. Learn more about Payer configuration →

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Data Refresh

Your profile data automatically refreshes whenever you update your settings. Additionally, automatic refreshes occur every 15 days to ensure you’re working with the latest rate releases, market data, and competitive intelligence.