Embedded Files
Business Entities in the MedTrainer Credentialing module is the foundational record representing an organization’s legal entity (e.g., tax-ID, NPI, DBA, legal business name) under which one or more locations operate. It’s used to centralize and manage key data — such as locations, lines of business and enrollment applications — providing consolidated oversight, streamlined reporting and clearer structure for organizations with multiple operating sites.
Business Entities - User Guide
Business Entities - User Guide
TUTORIALS
FAQs
How are business entities used?
Business entities are most advantageous for organizations using multiple tax ID numbers (TINs). These are some of the most common uses for business entities:
Segment and report on organization data, breaking it down by TIN, locations, and more.
Accurately associate providers with TINs and locations to prevent claim denials and lost revenue.
Quick view of the business entity, it’s TIN, business name/DBA, and locations.
Group enrollments for providers enrolled by TIN or location.
The information in the Business Entities section is often used by compliance teams and financial teams who need all organization data in one place where it’s easy to filter.
If your organization operates under one TIN (common for community health centers and FQHCs), you can manage your account structure using organization NPIs or locations.
What information do I add in the Business Entity section?
The following information is stored within the Business Entity section:
Organization NPI
Locations
Ownership information
Credentials (certificates, licenses, accreditation)
Banking information
Authorized officials
Liability coverage
Third party logins
Insurance IDs
Where can I see business entity information in the platform?
Business entities information is available in multiple areas of the credentialing platform, including:
Provider Profiles (assigning which entity a provider is linked to)
Enrollments (submitting applications under the correct legal entity)
Reports and Dashboards (filtering by entity for performance or compliance tracking)
What reporting is available with business entities?
Business entity data is available in customizable reports just like all other credentialing data in the system. You can build reports based on demographic data, tax status, ownership, and more.
How do I add a business entity?
To create a new business entity:
Navigate to Credentialing → Business Entities.
Click + New Business Entity.
Complete the required fields:
-Entity Name
-Tax ID (TIN)
4. Click Save.
5. Click on the new location ID to open it.
6. Complete the required information marked with an asterisk and upload the documents.
Once saved, the entity will be available to associate with providers and payer enrollments.
Can I edit or update a business entity?
To make changes to an existing entity:
Go to Credentialing → Business Entities.
Locate the entity in the list.
Click the TAX ID to view the details and modify the information or select the location and click the Edit icon to edit the information shown.
Update any necessary information, such as contact details or tax ID.
Click Save.
Tip: Keep entity names consistent with what appears on payer applications and W-9 forms to avoid discrepancies during enrollments.
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