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Credentialing records store your provider NPIs, tax IDs, and linked insurances. Once a credentialing record is created, the NPI will appear in the dropdown when you run an Eligibility Check, saving you from entering it manually each time. Manage credentialing from Settings → Credentialing.

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Quick Start

  1. Go to Settings → Credentialing in your Solum dashboard.
  2. Click “Add Record” to open the creation form.
  3. Fill in the basic info — name, type, and NPI are required.
  4. Link the address — for an organization (entity) NPI, select a location; for an individual NPI, select the provider (their locations come from the provider record).
  5. Add insurances — link the payers this NPI is credentialed with.
  6. Click Create — the NPI is now available in eligibility check dropdowns.
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Credentialing Fields

If you don’t see a location in the dropdown, you need to create it first. See the Locations guide for instructions.

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Creating a Credentialing Record

  1. Go to Settings → Credentialing.
  2. Click Add Record.
  3. Enter a Name for this record.
Use a descriptive name that helps your team identify this NPI quickly, such as “Main Clinic - Entity NPI” or “Dr. Smith - Rendering”.
  1. Select the Type:
    • Entity — Use this for your facility or organization NPI (Type 2 NPI).
    • Rendering Provider — Use this for an individual provider NPI (Type 1 NPI).
  2. Enter the NPI (10 digits).
  3. Enter the Tax ID if available. This is optional.
  4. Link the address: for an Entity NPI, select a Location from the dropdown — this pulls the address from the location you have already configured in Settings → Locations. For a Rendering Provider NPI, select the Provider instead — the record shows the locations set on that provider (Settings → Providers).
  5. Add Insurances by selecting the payers this NPI is credentialed with from the list.
If you don’t see an insurance payer in the list, review the Insurance guide for how to add payers to your account.
  1. Click Create.
The NPI is now saved and will appear in the Provider NPI dropdown when running eligibility checks.

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Adding Multiple NPIs

You can create as many credentialing records as you need. This is common when your practice has:
  • Multiple physical locations, each with their own entity NPI
  • Several individual rendering providers
  • Different NPIs credentialed with different insurance payers
Each record is independent, so you can configure different locations and insurance lists for each NPI.

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Editing a Credentialing Record

Click on any credentialing record to open it for editing. You can update the name, type, NPI, Tax ID, location, and linked insurances at any time.

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How Credentialing Connects to Eligibility Checks

When you run an eligibility check, the Provider NPI field offers a dropdown of all NPIs from your credentialing records. Selecting one automatically fills in the NPI for the check. This means your team does not need to memorize or look up NPI numbers. They select the correct provider or location from the list, and the check runs with the right credentials.
Set up all your credentialing records before your team starts running eligibility checks. This way, every NPI is available from day one and reduces the chance of errors from manual entry.

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Permissions

Only Admins can create, edit, and delete credentialing records. Regular users can view credentialing records and use them in eligibility checks, but cannot make changes.

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Troubleshooting