Managing Credentials & Identifiers

The Credentials & Identifiers page is where you store your professional IDs and tax identifiers required for billing, compliance, and reporting.

Accessing Credentials

1. Log in to the provider portal.
2. Click Credentials in the left sidebar.

You will see a section labeled Professional Credentials that may include:

• National Provider Identifier (NPI)
• Employer Identification Number (EIN) (optional if you practice under your own SSN)
• Social Security Number (SSN) (used for tax reporting and background verification)

Editing Credentials

1. On the Credentials page, click Edit in the top-right corner.
2. Enter or update your NPI, EIN, and SSN as applicable.
3. Click Save to securely store the information.

Note: For security, only partial identifiers may be visible after saving (e.g., last 4 digits).

Security & Privacy

The Security Notice section outlines how your data is protected:

• Credentials are encrypted at rest and in transit using industry-standard encryption.
• Access to sensitive data is logged and monitored for security.
• Your information is only shared with authorized personnel for compliance and billing.

If you believe your credentials need to be corrected or removed, please contact support.