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
FAQs
How to 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.
How to 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.
How Business Entities Are Used?
Business entities connect to multiple areas in the Credentialing module, 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)
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