WinOMS: Populating Box 33a on CMS 1500 medical claim form with Practice or Providers NPI number

[#1]

1. Click Tables.
2. Click Insurance.
3. Click Plans.
4. Search for Insurance Plan to edit.
5. Click Edit.
6. Click Forms/IDs/Notes tab.
7. Select 'NPI' in the 'CMS 1500 (8/05) 33a' drop down box.
   1. Click Tables.
   2. Click Practice.
   3. Click Offices.
   4. Click Display All.
   5. Highlight office to edit.
   6. Click Edit.
   7. Click ok.

      NOTE: The NPI number which will appear in box 33a is dependent on the TIN option which is set in Practice Preferences.
      
      If TIN is Set to Practice
      NPI will pull from NPI ID text box located at the bottom of the Insurance Tab in Practice Preferences (See image below).

      If TIN is Set to Office:
      NPI will pull from NPI ID box associated with the posting office

      1. Click Tables.
      2. Click Practice.
      3. Click Offices.
      4. Click Display All.
      5. Highlight office to edit.
      6. Click Edit.

      If TIN is Set to Provider
      NPI will pull from NPI box associated with provider attached to charges.

      1. Click Tables.
      2. Click Practice.
      3. Click Providers/Staff Members.
      4. Click Display All.
      5. Highlight Provider to edit.
      6. Click Edit
      7. Click Provider Info tab.