Your NPI and individual insurance details
Add or update the rendering provider NPI used for your insurance claims. Clinicians manage their own NPI, while owners and admins manage organization insurance setup from Insurance settings.
Insurance details are managed in Settings → Insurance. In the left sidebar, click Settings (1) at the bottom. In the settings menu, under Insurance, click Insurance (2). Clinicians see their own My rendering NPI page with a save bar. Owners and admins see the organization-wide insurance setup used for claims.
How do I update my rendering provider NPI?
In Settings → Insurance, use your My rendering NPI page to enter the NPI that identifies you as the rendering provider on insurance claims. Use the NPI (1) field to enter it, and use the Save bar (2) to save your change.
- In the left sidebar, click Settings (at the bottom). In the settings menu, under Insurance, click Insurance to open your My rendering NPI page.
- Enter your rendering provider NPI.
- Use the save bar to save your change.
The save bar appears when you edit the NPI. It shows Enter your NPI to save when the field is empty, Enter a valid 10-digit NPI when the NPI is not valid, and Unsaved NPI changes when the change is ready to save. Your rendering NPI is updated on your member record after it saves.
How do owners and admins manage insurance setup?
In Settings → Insurance, owners and admins use the organization-wide insurance setup page to manage the insurance flow and billing provider details used on claims.
- In the left sidebar, click Settings (at the bottom). In the settings menu, under Insurance, click Insurance to open the organization-wide insurance setup page.
- Use Insurance flow (1) to enable insurance for the organization.
- In Patient intake (2), turn on Require insurance when patients must add at least one plan before finishing intake.
- Complete the Billing provider details (3) used for claims.
- Manage Team rendering NPIs (4).
Owners and admins can see claim-box tags beside the billing provider fields instead of numbered labels, and the fields are grouped with the insurance flow and team rendering NPI sections.
Flow settings, billing provider details, and team rendering NPI edits stay unsaved until you use the save bar. The billing provider legal name is limited to 60 characters, and surrounding spaces are ignored. Invalid billing details or team rendering NPIs must be fixed before saving. If a save fails, Ona shows Couldn't save and leaves the failed parts as unsaved edits so you can try again.
For the full organization setup workflow, see Setting up insurance.
Why do clinicians and admins see different Insurance settings?
In Settings → Insurance, the page changes based on your role. In the left sidebar, click Settings (at the bottom). In the settings menu, under Insurance, click Insurance. Clinicians who are not owners or admins see their own My rendering NPI page and save bar. Owners and admins see the organization-wide insurance setup, including patient intake insurance requirements and billing provider details.
If you are both a clinician and an owner or admin, the organization setup view takes priority.
What can't I do here?
In Settings → Insurance, access is limited by role. In the left sidebar, click Settings (at the bottom). In the settings menu, under Insurance, click Insurance. Access is limited by role:
- Clinicians who are not owners or admins can manage their own individual billing NPI, but they cannot manage organization-wide insurance configuration from this page.
- Clinicians cannot save an empty NPI or an NPI that is not a valid 10-digit NPI.
- Only owners and admins can manage the organization insurance flow and billing provider details.
- Owners and admins cannot save a billing provider legal name that is longer than 60 characters, and surrounding spaces do not count.
Common questions
What is my rendering provider NPI used for?
It identifies you as the rendering provider for insurance claims that need your individual NPI.
Why don't I see the insurance flow settings?
You may be signed in with the Clinician role only. Clinicians see the My rendering NPI page unless they also have the Owner or Admin role.
Who can change organization insurance settings?
In the left sidebar, click Settings (at the bottom). In the settings menu, under Insurance, click Insurance. Owners and admins can change the organization insurance flow, patient intake insurance requirement, billing provider details and team rendering NPIs.
Do changes save automatically?
No. The owner and admin insurance setup page uses the save bar for flow settings, billing provider details, and team rendering NPIs. The clinician individual NPI page also uses the save bar and shows Unsaved NPI changes until your rendering NPI is saved.
What should I do if organization insurance settings will not save?
Check that the billing provider details are complete and that the legal name is 60 characters or fewer, then try again. If the insurance flow setting will not save, make sure a clearinghouse is selected before trying again.
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