Who is the Entity and Tax ID Transition for?

A provider who already participates with the selected payers and is moving those existing payer relationships to a new entity or Tax ID.

Does This Include New Payer Contracts?

No. It covers each existing commercial payer relationship selected in the pricing builder. A practice that needs its own new commercial contracts should choose Direct Payer Contracting.

How quickly does AdvanceAPractice start?

In-scope work begins within three business days after complete onboarding information and required documents are received. Payment alone does not start the clock, and payer timing or approval is not guaranteed.

Existing Payer Relationship Transition · $500 Per Selected Commercial Payer, Per Provider

Change The Practice Or Tax ID Without Losing Control Of The Revenue Transition

We map the current payer and payment setup, manage the applicable practice and Tax ID changes, track payer responses, and document the cutover. The result is a controlled transition with known dependencies, not a blind resubmission.

Build My Exact Price Ask Practice Concierge

Your Payers And Providers

See Your Exact Credentialing Price.

Choose the work and counts. Rates are applied to each provider and payer path, and the full itemized total appears before checkout. Provider, payer, and state details move to secure post-payment onboarding.

What Are You Hiring Us to Do? * Providers * Commercial Payers *

Medicare And Medicaid Enrollments

Count each Medicare, Medicaid, or Medicaid managed care program in each state as a separate enrollment. Choose how many you need now, then name the programs and states after payment.

Government Enrollments *

Review every line before continuing.

Is This For Me?

Use This Path When The Payer Relationships Already Exist

In payer contracts, an entity means the business named on the Tax ID and agreement. We confirm that business before updating a provider’s billing relationship.

This Fits When

The provider already participates with every selected payer.
The provider is changing the billing practice, group NPI, or Tax ID.
You choose each existing commercial payer relationship that needs to be moved or updated.
You can supply complete practice, provider, contract, and enrollment records.

Choose Another Path When

The provider has never been credentialed with the selected payers.
The clinic still needs new group contracts, that is Direct Payer Contracting, $800 per selected commercial payer, per provider.
You are opening a first practice from zero.
The transition includes ownership changes, facilities, more than one business, or other custom work.

Compare all package paths

Included Scope

What The Selected Payer Scope Includes

Transition Readiness

We map the cutover before anything moves, provider, practice billing organization, NPI, Tax ID, W-9, payer, and enrollment records so nothing bills to the wrong organization and no panel goes dark mid-transition.

Payer Work And Submission

We prepare and submit whichever change each payer requires, whether that is the business update, the roster change, the affiliation, or the Tax ID, and we take it through that payer’s own process. No two payers handle a transition the same way.

Insurance Portal And Payment Setup

We update the insurance portals, EFT, ERA, and clearinghouse so payments and remittances follow the provider to the new Tax ID and land correctly from day one.

Managed Follow-Up That Holds Payers Accountable

Transitions are where payers stall and quietly restart the clock. We follow up on each change on a set schedule and keep pressing until the payer confirms the move in writing. You can see where every payer stands at any point.

Published pricing starts at $500 per selected commercial payer, per provider, for an existing payer relationship transition. Select every provider and payer path in the pricing builder to see the current itemized total before checkout. Build your exact price.

Important Boundaries

What Is Not Included

New payer contracting or a first-time credentialing application.
Facility credentialing, ownership changes, mergers, or complex multi-practice restructuring.
Legal, tax, or clinical advice; payer or third-party fees.
A promise of uninterrupted claims, payer participation, processing time, effective date, or approval.

The provider completes and legally attests their own DataSpring provider profile (formerly CAQH) and signs payer-required documents. AdvanceAPractice never requests the provider’s CAQH password.

What This Looks Like

Four Insurers Wanted The Same Change Five Different Ways

There is no shared process for a Tax ID change. Each insurer has its own channel, its own form, and its own idea of what proves the business exists. On a recent transition for a Portland therapist moving into a new professional corporation, the same change went five different ways:

Regence: organization set up under the new Tax ID in Availity, with payment and remittance enrollment through the portal.
Moda: online directory update and administrative forms, then the payment and remittance package submitted by fax.
Cigna/Evernorth: a clinic location change form and the signed corporation W-9, emailed to behavioral health contracting.
Providence: a provider profile form emailed to the behavioral health network team, answered inside eighty minutes.

Two portals, two emails, and a fax. The Regence payment enrollment came back denied on the first pass, not because anything was wrong with it, but because the insurer had not finished loading the new Tax ID yet. Recognising that as a normal lag and resubmitting the same day is the work.

Two rules come out of every one of these. Being accepted into a network and having the payer’s systems know who you are now are separate events, and only the second one makes a claim pay. And do not bill under the new Tax ID until each insurer confirms it is loaded, because approval is not the same as loaded and early claims deny one at a time.

See the full transition project

After Payment

A Five-Step Transition Path

Buying A Package

Choose the package that matches your situation.
Pay through secure checkout.
Complete intake and upload the required documents.
Work begins within three business days after your selected month starts, once intake is complete.
Track progress through completion; payer decisions and timing remain outside our control.

Your Decision

Buy now if every selected payer relationship already exists. If any payer, practice-ownership, or Tax ID fact is uncertain, ask the Practice Concierge before paying so you do not choose the wrong package.

Build My Exact Price

Preview The Secure Onboarding You Receive After Payment

Upload supported documents, review proposed fields, and approve each section before anything is used.

Command Suite onboarding screen offering secure document assistance, manual setup, or a mix of both. — **1. Choose the easiest setup for you**

Command Suite named upload card showing an uploaded Oregon professional license PDF. — **2. Upload each document once**

Command Suite review screen showing completed provider fields and a legal name filled from an uploaded professional license with source and confidence. — **3. Review what Command Suite found**

FAQ

What We Do

How We Handle A Practice Or Tax ID Change

We confirm the practice record, then handle each insurer separately because the forms, portal steps, and effective dates are not interchangeable.

Check The Practice Record

We compare the legal business name, Tax ID, Type 2 NPI, service address, and authorized official details before preparing payer changes.

Update Shared Provider Data

We prepare the applicable practice information in the DataSpring Provider Data Portal, formerly CAQH. The provider reviews the changes and completes any required authorization and attestation.

Prepare Each Payer Change

We use the payer's required portal, form, roster, or written request and keep the submission receipt, current response, and next action together.

Complete Payment And Remittance Setup

When included, we enroll the practice for electronic funds transfer (EFT) payments and electronic remittance advice (ERA), which explains each claim payment. We track these separately from contract approval.

Existing Payer Transition Questions

Who Is This Package For?

A provider who already participates with the selected payers and is moving the billing relationship to a new practice or Tax ID.

Does It Include New Payer Contracts?

No. It covers transition work for existing payer relationships only.

Can I Add More Payers?

Yes. Eligible add-ons are selected and paid during checkout before the total is confirmed.

Are Payer Dates Guaranteed?

No. We control preparation, documented follow-up, and timely in-scope work; payers control their own decisions and timelines.

Before You Decide

What Practice Owners Ask Us First

Answered here so you do not have to email us to find out.

Do You Work With My Payers?

We support commercial enrollment work nationwide when the selected payer, product, practice type, and service location are eligible. Choose one to ten commercial payer paths, or choose government enrollment without a commercial package. We confirm each named path instead of assuming that one contract applies in every state or product.

Select every provider, commercial payer path, and government enrollment in the pricing builder. It applies the current rules and shows the itemized total before checkout. Build your exact credentialing price.
Government Enrollment: $500 for each Medicare, Medicaid, or separately administered Medicaid managed-care enrollment path.

Whether a panel is open is the payer decision, not ours. If one you selected is closed, we tell you and redirect the work.

How Long Does This Actually Take?

First two weeks. Applications, rosters, portal registrations and EFT/ERA setup are built and submitted.
60 to 120 days per commercial payer. This is payer review time, and no vendor controls it. We chase every file on a documented cadence and you can see the status the whole way.
On approval. You get the written effective date, confirmed portals, and payment routing, so you know the day you can bill.

We provide dates for work we control and document payer-dependent milestones separately.

What Will You Need From Me?

Most practices already have all of this. You upload each item once, in your secure workspace, never by email.

Government photo ID
Current professional license for each state you practice in
DEA certificate and state controlled substance registration, for prescribers
Board certification and degree
Malpractice face sheet or certificate of insurance
IRS EIN letter, the CP 575 or 147C
Bank-issued ACH instructions or another payer-accepted proof of the business account
Your practice Type 2 NPI

For a launch or practice and Tax ID transition, we prepare the organization W-9 from the legal name and Tax ID and return it for signature as one task inside that engagement.

Has This Worked For Practices Like Mine?

They clearly explained the confusing insurance billing process and helped me create a plan to expand my business.

John Benson, PMHNP-BCOwner, BBH Psychiatric Services

$10M+recovered in aged and unpaid receivables
16+ yearsin revenue cycle and credentialing

At one PMHNP practice, a contracted rate review found a payer discrepancy. Correcting it raised reimbursement 30% across four months of claims. Results vary by contract, payer, and claims.

Still deciding between two packages? Ask Practice Concierge or email hello@advanceapractice.com. We will tell you if a package does not fit before you spend anything.

We Stand Behind The Work

What Happens If We Do Not Deliver

Three commitments you are agreeing to at checkout, said plainly here instead of in the terms.

We Start On A Clock You Can See

In-scope work begins within three business days after your selected start month begins and we have complete onboarding and required access. We record Ready to begin and Work started timestamps and notify you when work starts, so the start date is a record rather than a promise.

We Fix Our Own Mistakes Free

If something we delivered does not work the way we said it would, we correct it at no charge for 30 days after delivery. You will not get an invoice for correcting our mistake.

If We Cannot Perform, You Get Your Money Back

We refund in full or in part where verifiable circumstances prevent the work: including serious illness, a licensure action that makes enrollment impossible, or our own inability to perform. We do not keep money for work we could not do.

What We Will Never Promise

We do not promise payer approval or payer timing because nobody controls those decisions. Commercial credentialing often takes 60 to 120 days, and a network can close while an application is pending.

Questions about any of this before you buy? hello@advanceapractice.com

Next Step

Know What This Would Cost For Your Practice.

Every service has a published price and a written scope. If you are not sure which one fits, ask and you will be pointed at the right one.

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