DynamicNPI™ Training & Resource Guide

Summary: 

This guide provides a central reference for the ProviderTrust Application, covering essential workflows for Instant Search and DynamicNPI™. Whether you are preparing for an upcoming training or need a quick post-implementation refresher, use this guide to navigate our support documentation and maintain an audit-ready compliance program.

Lesson One: Instant Search

Summary: Instant Search allows for immediate, real-time verification against source databases. This tool is essential for point-in-time checks when enabled in your organization’s configuration. 

• Searching by NPI: Perform searches using a National Provider Identifier to return and review verified results.

• Searching by SSN: Follow specific guidelines for Social Security Number searches and interpret SSDMF “Match” and “No Match” results.
• Individual & Organization Searches: Utilize best practices for name-based searches to accurately identify potential matches for both people and entities.

• Interpreting Result Types:  Interpret the various verification outcomes across source databases to determine a provider's eligibility.

• Documenting Issue Resolutions: Learn how to officially add a "Review Status" when the system flags a potential issue, ensuring your investigation is recorded for audit purposes.

• License Board Actions: Dive deep into how to review specific license board actions identified during an NPI Search when available from the primary source.

• Download DynamicNPI Search Reports: Export and download completed search results for internal review or record-keeping.

Lesson Two: Monitoring Basics

Summary: Establishing a baseline understanding of the ProviderTrust interface ensures your team can interpret compliance data accurately. These resources cover the primary "Source of Truth" for your monitored population.

• Platform Fundamentals: Gain a foundational understanding of the DynamicNPI™ platform.

• Dashboard Overview:  Navigate the ProviderTrust Dashboard and interpret the Overall Compliance Score.

• Population Page & Advanced Filtering: Use the population tab to search and filter for providers. 

• Reviewing Provider Details: Learn more about how to locate and review a provider record in the Population tab, including key profile sections, status indicators, and how to access detailed alert and credential information.

Lesson Three: Alert Resolution

Summary: Once a subject is enrolled in ongoing monitoring, the system will flag any changes in a provider's eligibility. This lesson provides the step-by-step instructions for investigating these alerts.

• Monitor Alerts Access new alerts from the Dashboard, compare primary source data against internal records, and document investigations using audit-ready status updates and notes.

• License Verification: Track how the system automates primary source verification, manages expiration timelines, and monitors professional standing changes.

• Board Actions: Learn more about license board actions surfaced during verification, including where to view alerts in the platform and how to access full details from the corresponding state licensing board.

• Identity & Name Matching: Resolve "Needs Review" alerts caused by name discrepancies between your records and the primary source, even when the license itself is active.

Lesson Four: Reporting & Logic

Summary: The final step is proving your compliance. Use these resources to understand the system's filtering logic and generate audit-ready exports.

• Credential Filtering Logic: Understand how the system focuses on what matters by filtering credentials based on a configurable look-back window to align with the data your organization cares about most.

• ProviderTrust Reporting: Generate pre-built audit and compliance reports or create custom population and alert exports using specific data filters. 

• License History Report Pull a provider's verified license history from the Credentials tab to see primary source snapshots and screenshots from past dates.

Quick Tips for Success

• Bookmark the ProviderTrust Help Center for real-time updates to these articles.

• Use the Help button within the ProverTrust application interface to search for specific troubleshooting steps without leaving your workflow.

• Contact Support at support@providertrust.com for additional questions or technical assistance with persistent file errors.