How To: Perform a DynamicNPI Instant Search Using NPI

This article provides an overview of DynamicNPI Instant Searches by NPI, which return matches across Exclusions, Medicare Opt-Out, NPI validation, Licenses, DEA/CDS Validation, Board Certifications, and the CMS Preclusion List. Results are color-coded (red or green) for ease of interpretation, with detailed information available for each identified issue. NPI searches require a valid 10-digit identifier.

Watch this 3 minute video on how to perform a DynamicNPI Instant Search

Overview

Organizations with contracted DynamicNPI Instant Searches can perform National Provider Identifier (NPI)-based queries to identify matches across multiple federal and state data sources. 

Available NPI Matches

Given an NPI, DynamicNPI offers comprehensive verification, including:

• Federal Exclusions
• State Sanctions (also referred to as State Exclusions)
• Medicare Opt-Out Status
• NPI Validation
• State License Verifications with screenshots 
• DEA/CDS validation
• Board certification through ABMS
• CMS Preclusion List*
  *Please note that the CMS Preclusion List is not included in the standard package; it requires a Delegation Agreement and a client-provided CMS Preclusion List.

How to Search by NPI

To perform an NPI search:

1. Enter the 10-digit NPI number (numerical digits only) into the NPI Search field.

2. If the number is improperly formatted, the following warning message will be displayed: "Please enter a valid 10-digit NPI."

NPI Matched Result Types

The Search Results page is divided into two sections for review:

• Credentials
  • This section returns all NPPES Licenses and ProviderTrust Network Licenses identified by a label and includes DEA/CDS Validation
  • This section includes board certifications verified through the American Board of Medical Specialties (ABMS).
• Sanctions
  • This section includes Federal Exclusions, State Medicaid Sanctions, CMS Preclusion List, NPI Status, and Medicare Opt Out

If issues are found during an NPI search, a red 'Issue Found' indicator will appear in the Results Overview display.

If there are no issues found for an NPI Search, there will be a No Issue Found indicator in green within the Results Overview display.

NPPES Profile

For NPI searches, the system automatically displays NPPES Profile Data on the right side panel and includes:

• Name

• Enumeration Date

• Update Date

• Organization Details

• Addresses

• Gender

• Entity Type

• Taxonomies and Licenses

Credentials: 

Licenses and Registrations

This section includes NPPES and ProviderTrust Network Licenses. 

• Credential Sources are identified by color labels: blue indicates ProviderTrust Network data, and purple indicates NPPES data.

• In the Expiration column a Credential Status Visualization is displayed, which updates dynamically—turning yellow 60 days before expiration, red once expired, and green when renewed.

Board Certifications:

Board certifications are verified through the American Board of Medical Specialties (ABMS). You can navigate to Board Certifications by scrolling beneath the Licenses and Registrations section.

• Red status results include expirations
• Green status results indicate an active ABMS certification

Additional Details

• Clicking the arrow to the right of each result will engage a drop-down that has more information regarding the specific result from the primary source including a Primary Source screenshot.

Sanctions:

This section includes results for Federal Exclusions, State Medicaid Sanctions, CMS Preclusion List, NPI Status, and Medicare Opt Out.

Federal Exclusions:

• Matches are displayed in red with the Result of Issue Found.

• If no federal exclusions are identified, a green No Issue Found status will be displayed.

• Federal results include data from both the OIG and SAM sources. Multiple exclusions are stacked and presented as individual issues.

Additional Details

Further details regarding each exclusion can be accessed by clicking the arrow located on the right side of the result. 

Information from the exclusion source may include the following:

First Name:
Middle Name:
Last Name:
City:
Address:
Type:
Exclusion Date:
Exclusion Notes
*Please note: The details provided will vary depending on the exclusion source.

State Exclusions:

• State exclusion results are displayed similarly, with multiple results stacking individually.

• If no state exclusions are identified, a green "No Issue Found" status will be displayed with the Source consolidated as All Other States.

Medicare Opt-Out

• If a Medicare Opt-Out match is identified during an NPI search, it will be indicated in red with a Result of Issue Found. Opt-Out results are nested under Other Sources within the Sanctions section. 

Details related to the Opt-Out alert can be accessed by clicking the arrow on the right side of the result. The information provided may include the following:

Person Name:
Specialty:
Effective Date:
End Date:
Address:
Opt-Out ID:

NPI Validation

• NPI status results are located under the Other Sources table at the bottom of the Sanctions section. Three NPI validation statuses may be returned:
   

1. No Issue Found (green)

• If the NPI search returns an Active status, there will be a green No Issue Found 

2. NPI Inactive (red)

• Indicates that NPPES has deactivated the NPI number.

3. NPI Not Found (red)

• Indicates the NPI number searched cannot be found in the NPPES database.

CMS Preclusion**

• Matches are displayed in red as Issue Found and nested under Other Sources table at the bottom of the Sanctions section.

**Please note that the CMS Preclusion List is not included in the standard package; it requires a delegated agreement and the CMS Preclusion List provided by the client.