How to Enter the Tax ID Number (TIN)

To enter the Tax ID Number for the Location:

1. From the User menu, select Administration.
2. Select Locations > Practice Locations.
3. Select Create New Location.
4. Scroll to the Business section and enter the Tax ID Number in the Tax ID Number (TIN) field.
5. Click Save.

To enter the Tax ID Number for the Provider:

1. From the User menu, select Administration.
2. Select Team > Team Members. 
3. Select Create New Team Member.
4. Scroll to the Professional Information section and enter the Tax ID Number in the Tax ID Number (TIN) field.
   Note: This field is only available if the selected role for the team member is Doctor. Enter the provider's individual Tax ID number or enter the TIN assigned to the practice location.
5. Click Save.

See How to Set Up Practice Locations and How to Create or Edit a Team Member for more information.