Quick Start
- Go to Settings → Credentialing in your Solum dashboard.
- Click “Add Record” to open the creation form.
- Fill in the basic info — name, type, and NPI are required.
- Select a location to link the address.
- Add insurances — link the payers this NPI is credentialed with.
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Click Create — the NPI is now available in eligibility check dropdowns.
Credentialing Fields
| Field | Required | Description |
|---|---|---|
| Name | Yes | A label for this credentialing record (e.g., your practice name or the provider’s name) |
| Type | Yes | Choose Entity for a facility/organization NPI, or Rendering Provider for an individual provider NPI |
| NPI | Yes | The 10-digit National Provider Identifier |
| Tax ID | No | The tax identification number associated with this NPI |
| Location | No | Select from the locations you have already set up in Locations. This links the location’s address to the credentialing record. |
| Providers | No | No need to fill this field for eligibility check purposes |
| Insurances | No | The payers this NPI is credentialed with. Select from the available list. |
If you don’t see a location in the dropdown, you need to create it first. See the Locations guide for instructions.
Creating a Credentialing Record
- Go to Settings → Credentialing.
- Click Add Record.
- Enter a Name for this record.
- 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).
- Enter the NPI (10 digits).
- Enter the Tax ID if available. This is optional.
- Select a Location from the dropdown. This pulls the address from the location you have already configured in Settings → Locations.
- 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.
- Click Create.
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
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.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.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.Troubleshooting
| Problem | Fix |
|---|---|
| NPI not appearing in eligibility check dropdown | Make sure a credentialing record with that NPI has been created in Settings → Credentialing. |
| Location not appearing in the location dropdown | The location needs to be created first in Settings → Locations. See the Locations guide. |
| Insurance payer not appearing in the insurances list | The payer needs to be added to your account first. See the Insurance guide. |
| Unsure whether to use Entity or Rendering Provider | Use Entity for your clinic/organization NPI (the one on your facility’s enrollment). Use Rendering Provider for individual clinician NPIs. |