Accessing the Groups Page

1. Log in to the portal.

2. Click on the "Groups" icon in the left-hand navigation menu.

   

Overview of the Groups Page

The "Groups" page displays a list of existing groups. For each group, the following information is shown:

• Group: The name of the group.

• External ID: An identifier used for external systems.

• Type-2 NPI: The National Provider Identifier (NPI) for the group.

• Group TIN: The Tax Identification Number (TIN) for the group.

Adding a New Group

1. Navigate to the "Groups" page.

2. Click the "Add Group" button located in the top right corner of the page.

3. The "Add Group" form will appear, requiring the following information:

   • Group Name:* Enter a descriptive name for the group. (Required)

   • Group Location:* Specify the location of the group. (Required)

   • Type-2 NPI:* Enter the group's National Provider Identifier (NPI). (Required)

   • TIN: Enter the group's Tax Identification Number (TIN).

   • External ID: (Optional) Enter an external identifier if required.

   • POC Name: Enter the name of the Point of Contact (POC) for the group.

   • POC Phone Number: Enter the POC's phone number.

   • POC Email Address: Enter the POC's email address.

4. Click the "Save" button to create the new group.

5. Click the "Cancel" button to discard the changes and return to the "Groups" page.