Please follow the instructions below to implement the new insurance form with the NPI number:

To save the new insurance form to your system:

1. Right click on the following link and select Save As or Save Link As.
1. http://support.oasys.us/files/insprint.doc
2. Select the V: drive then select the OP2000 folder.
3. Select the Forms folder
4. Select the Letters folder
5. Save the insprint.doc into the Letters folder.

To enter the NPI number(s) into Oasys:

1. Select Utilities from the Oasys Menu
2. Select Setup
3. Select Fields
4. Under field search for D INS PROVIDER ID
5. If the field is in your system, ignore steps 6-11.
6. Click on the Add button
7. Enter the field name as D INS PROVIDER ID and click on OK.
8. Under Question enter Select the NPI
9. Select Alphanumeric where it states Each answer stored in this field is Alphanumberic.
10. Select Single Selection where it states This field can save Single Selection.
11. Select is where it states Answering this question is required before proceeding with a workflow.
12. Under Responses, click Add.
13. Enter your Doctor’s NPI number and click on OK.
14. You may enter multiple NPI numbers if your practice has multiple doctors.
15. Once the NPI number(s) are entered you may exit the Field Administrator.

Next you will have to add the D INS PROVIDER ID field to the insurance workflows, there are three Insurance workflows:

1. Select Utilities from the Oasys Menu
2. Select Setup
3. Select Workflows
4. Select the Insurance-Continuation Forms workflow
5. In the Sequence box on the left, scroll down to and highlight Ask a question D INS DR SIGNATURE.
6. Under the Events box on the right, select Ask a question and click on Include.
7. In the Ask a question box on the bottom of the screen in the Put response into: select the D INS PROVIDER ID field.
8. You will need to do steps 5-7 on the other two insurance workflows; Insurance-Pre-authorize and Insurance-Single Submission.

You have now completed all the steps to implement the new insurance form on your system.

Please note now in the insurance workflows you must highlight the NPI number response and click on Continue to have the NPI number show on the form.