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.
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).
Group NPI (Type 2 NPI)
Important:
Group NPIs are tied to the clinic entity itself and should not be associated with individual providers in the system.
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.
Start Date and End Date is optional.
Additional Notes on Taxonomy Codes
If a specific Third Party Payer requires taxonomy codes:
First, add the taxonomy code on either provider or group settings.
NOTE: Which taxonomy code to use is determined by your third party payer and how the provider credentialing was setup. Please reach out to the payer to ask which taxonomy code needs to be used.
Provider Taxonomy code setup:
Navigate to your Live Location, Settings, Providers, Taxonomy Code.
Group Taxonomy code setup:
Navigate to your Live Location, Settings, Office, Office Info, Billing and Insurance, NPI Taxonomy.
Second, ensure that when setting up the Third Party Payer settings with the appropriate settings.
Individual Taxonomy code = Uses Provider Taxonomy CodesGroup Taxonomy code = Uses NPI2 Taxonomy Codes
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 |
Individual Taxonomy Codes | Provider setup + Third Party Payer setup | Only if required by payer and based on how you credentialed with the third party payer |
Group Taxonomy Codes | Office Setup + Third Party Payer Setup | Only if required by payer and based on how you credentialed with the third party payer |
Conclusion
Proper NPI setup is critical for claim acceptance, insurance billing compliance, and preventing unnecessary rejections or delays.