Complete all three steps for each billing provider. Documents will upload later to your CRM S3 bucket and appear in the Dashboard.

• 1

  Basics

  Name, specialty, NPI, and status

  Open step →
• 2

  Credentials

  License, taxonomy, CAQH, Medicare, Medicaid, DEA

  Open step →
• 3

  Location

  Primary location, dates, and notes

  Open step →

Demo tenant 3b61f5eb…