Maintain Group Taxonomy Numbers

With the Maintain Group Taxonomy Numbers function you can review, add, edit, or delete Group Taxonomy numbers by Insurance Form type, Insurance Carrier, Doctor and Location, when you have Group Taxonomy numbers that are different for each location.

Upon accessing this function, the Maintain Group Taxonomy Numbers screen displays containing blank data fields.

NOTE: After you select an existing Insurance Form and Insurance Carrier code, press the TAB key to navigate through this screen and view the Taxonomy Code. If you press the ENTER key, the screen will save and refresh with only the Insurance Form code displaying. This is due to an internal programming requirement and cannot be changed.

Data Field Information

Prompt	Response	Len
Insurance Form	Type the code you want or select from the Insurance Form list.	2
Insurance Carrier	Type the code you want or click the magnifying glass to search the table.	5
Doctor Code	Type the code you want or select from the Doctor Code list.	4
Location Code	Type the code you want or select from the Location Code list.	20
Taxonomy Code	Type the code you want or select from the Taxonomy Code list.	20
Submit on which Claim Type/Format	Select the option to indicate if this taxonomy code should be sent on Paper claims, Electronic claims, or Both. NOTE: Boxes 24I, 24J, and 33B on PDF paper claims will only print if either Paper or Both is selected.	1

When you create insurance claims, CGM webPRACTICE will determine which Taxonomy number to report based on the highest level of data (number of fields) entered. The samples provided below are just a few of a wide variety of scenarios that could occur at each level. The general guideline that CGM webPRACTICE uses to determine the level of data is 'the quantity of fields that have been completed in addition to the Taxonomy Number field.'

Level 1: If all the doctors in the practice are considered a group when they practice at a specific location:

(1 field in addition to the Taxonomy #)
Insurance Form = 0 - not applicable
Insurance Carrier = leave blank
Doctor Code = leave blank
Location Code = applicable location code
Taxonomy Number = number assigned to the location for all the doctors

Level 2: If all the doctors in the practice are considered a group when they practice at a specific location for patients with any Blue Cross insurance:

(2 fields in addition to the Taxonomy #)
Insurance Form = G - Blue Cross
Insurance Carrier = leave blank
Doctor Code = leave blank
Location Code = applicable location code
Taxonomy Number = number assigned by Blue Cross to the location for all the doctors

Level 3: If all the doctors in the practice are considered a group when they practice at a specific location for patients with Medicaid insurance:

(3 fields in addition to the Taxonomy #)
Insurance Form = D - Medicaid
Insurance Carrier = applicable insurance carrier code
Doctor Code = leave blank
Location Code = applicable location code
Taxonomy Number = number assigned by Medicaid to the location for all the doctors

Level 4: If Medicaid has issued a specific Group Taxonomy when any of 3 specific doctors practice at a specific location (out of the 7 total doctors in the practice):

(4 fields in addition to the Taxonomy #)
Insurance Form = D - Medicaid
Insurance Carrier = applicable insurance carrier code
Doctor Code = applicable doctor code (repeat this process for each applicable doctor code)
Location Code = applicable location code
Taxonomy Number = number assigned by Medicaid to the location for the doctor

Deleting a Taxonomy Number
To delete a Taxonomy number, select the Insurance Form type, Insurance Carrier, Doctor and Location code first. When the Taxonomy Code displays, confirm it is the one you want to delete and click Delete in the lower-right corner. The message 'This provider number has been deleted' will display.

Click History in the Action Column to display the change history for the currently displayed entry.

For information about printing this table, see Print the Group Taxonomy Number Table.