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Client ID
Provider / Practice
Contact
Services
Status
NPI (Ind.)
Contract Start
Monthly Fee
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Employee Management
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Client ID
Contract Status
Prospective
Onboarding
Active
On Hold
Terminated
Provider / Practice Name *
Contact Name
Services *
Billing Only
Credentialing Only
Billing + Credentialing
Credentialing Maintenance
Consulting
Phone
Email
Practice Address
City
State
Contract Start
Individual NPI (Type 1)
Group NPI (Type 2)
🔒 The fields below are visible to Admin users only.
EIN
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Monthly Fee
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Notes
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Full Name *
Role
4-Digit PIN *
Access Level
Staff (standard)
Admin (sees sensitive fields)
Active
Active
Inactive
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Client
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