New Client Entity Form

This Secure Form: This secure form is used to gather information about your business entity. After you submit this form, you will be forwarded to a practitioner credentialing application to complete for each one of your practitioners. You may call our office at (888) 220-7011 if you have any questions.

New Client Entity Form

Provider Information: Provide information about your practice and your legal entity. It is very important that you provide complete information about your legal entity so that we setup your facility correctly in our system in order to properly populate your enrollment or privilege applications.

Primary Office Location:

Billing Address: (remit-to address)

Correspondence Address:

Medical Records Storage Location:  (address where patient records are stored)

Organizations with Ownership Interest and/or Managing Control of the Supplier:

Individuals with Ownership Interest and Managing Control of the Supplier:

List all owners of your business entity. The total ownership must equal 100%, upload spreadsheet or MS Word document if you need to report more owners than allowed on this form.

Billing Agency: (complete if you use an external billing agency)

Electronic Funds Transfer (EFT) Information: (**REQUIRED FOR MEDICARE ENROLLMENT**)

Upon completing this form, you'll be directed to our Practitioner Credentialing Application to provide us with information about you, or the practitioners in your office.


You may upload required document copies at this time to help speed up your application process. these documents are needed to complete your credentialing file so that we have all information necessary to provide you with enrollment services.


Required Documents for your business entity include: 1) IRS form CP575 or replacement letter 147C (verification of EIN) 2) Voided check that is pre-printed and matches EXACTLY (including suffixes such as LLC, Inc, etc) the business name on file with the IRS as shown on the CP575 or letter 147C. Or a letter from your bank verifying your bank account with the business name exactly as it appears on your EIN verification document. 3) Signed W-9 Form  4) CLIA Certificate (if performing laboratory tests in your clinic)  5) Business License (if applicable)



Click "Select File" to search your computer for files to upload. You may upload multiple documents. You'll be given a link to our document upload center via email if you don't have the documents ready at this time.

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