Set up permissions | Set up your practice group's organization profile
Set up permissions
Providers and staff need the Access RecordSync permission to use RecordSync. Turn it on for each person on your team who uses it.
- Select Account > Practice Management > General Management > Providers or Staff.
- Select View and scroll down to the Permissions section.
- Select Edit to open the Edit Role & Permissions side panel.
- Turning the Access RecordSync toggle switch on, and select Save Changes.
Set up your practice group's organization profile
RecordSync uses your organization profile to verify your practice group with Surescripts. Your organization profile needs your practice group's organizational NPI (Type 2), not an individual provider's NPI.
A Type 2 NPI is linked to your organization's employer identification number (EIN), the federal tax ID number the IRS assigns to your business. A Type 1 NPI is linked to an individual provider.
This setting applies to your practice group, not an individual provider. A common setup mistake is entering a provider's individual NPI here.
- Select Account > Organization Profile.
- Review the information in the text boxes. DrChrono fills them in from these sources:
- Organization name: Account > Account Settings > Medical Billing > Practice Official Name
- Phone number and address: Account > Practice Management > General Management > Offices
- Organization NPI: Account > Account Settings > Medical Billing > Billing NPI
- Confirm the Organization NPI is your practice group's Type 2 NPI. If your billing NPI is a provider's individual NPI, replace it with your organization's Type 2 NPI.
Not sure which type your NPI is? Search for it in the NPPES NPI Registry. The results show whether each NPI belongs to an individual or an organization.
- Select Save.
DrChrono checks that the NPI is active and valid, then shares it with Surescripts to verify your organization. Entering the correct Type 2 NPI helps speed up RecordSync enablement.
