It is extremely important to understand the difference between setting up a Group NPI (Type 2 NPI) and an Individual NPI (Type 1 NPI) in ChiroHD.
Proper setup ensures accurate claims submission and avoids billing issues.
Group NPI (Type 2 NPI)
The Group NPI must only be entered under Office Info.
It should never be created or listed under Providers.
Where to Enter the Group NPI
Go to Settings > Office > Office Info.
Enter the Group NPI into the Group NPI field.
Important:
Group NPIs are tied to the clinic entity itself and should not be associated with individual providers in the system.
Individual NPI (Type 1 NPI)
Individual NPIs must be entered at the Provider level, tied to each doctor.
How to Set Up an Individual Provider
Create a User:
Set up the doctor as a user in Settings > Users.
Ensure the user is associated with a provider role and has a calendar.
Add the Provider:
Go to Settings > Providers.
Click Refresh Providers if a newly created user does not appear immediately.
Click New Provider.
Link the provider to the correct user account.
Enter:
First Name
Last Name
Suffix/Title (if applicable)
Individual NPI (Type 1)
EIN (Employer Identification Number)
Submit once all necessary fields have turned green (indicating completion).
Additional Notes on Taxonomy Codes
If a specific Third Party Payer requires taxonomy codes:
You must add the taxonomy code inside the provider’s setup.
You must also ensure that when setting up the Third Party Payer, the option for "Uses Taxonomy Codes" is enabled.
Quick Summary
Item | Where It Belongs | Notes |
Group NPI (Type 2) | Settings > Office > Office Info | Should never be linked to individual providers |
Individual NPI (Type 1) | Settings > Providers | Tied to each doctor's user and calendar |
Taxonomy Codes | Provider setup + Third Party Payer setup | Only if required by payer |
Proper NPI setup is critical for claim acceptance, insurance billing compliance, and preventing unnecessary rejections or delays.
If you would like a step-by-step setup checklist for new providers (including NPI, EIN, and taxonomy setup), please contact ChiroHD Support — we’re happy to help!