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Setting Up Your Practice

This guide walks you through configuring your practice in Coral for the first time. These details identify your practice on the claims you submit, so it's worth getting them right up front.

note

The values on this page can end up in legal documents such as claim submissions. Enter them exactly as they should appear to payers.

Open Practice Settings​

From the navigation menu, go to Practice Settings.

The Practice Settings page

Step 1 — Practice information​

Enter your Practice Name and select your Timezone.

The Practice Information section

Step 2 — Contact details​

Add your practice Phone, Fax, and Email.

Step 3 — Identifiers​

Enter the identifiers that appear on claims:

  • NPI — your practice's National Provider Identifier
  • Tax ID (EIN)
  • Electronic Transmitter ID Number (ETIN)
  • Taxonomy Code

The Identifiers section

note

If your practice is already registered with the insurance clearinghouse, your NPI and Tax ID are locked here and can't be edited. If either has changed, contact Coral support so they can update your registration.

Step 4 — Addresses​

Fill in your Service Location Address (street, city, state, ZIP). If you bill from a different address, check Use a separate billing address and enter your Billing Address as well.

The Service Location and Billing Address sections

Step 5 — Save​

Click Update Practice to save your changes.

Step 6 — Security (optional)​

Under Security, you can turn on Require two-factor authentication for all users. When enabled, any user without two-factor set up is prompted to enroll at their next login.

The two-factor authentication setting

Next steps​

With your practice configured, continue onboarding: