ELECTRONIC FILE MANAGEMENT MAIN PAGE¶

Request EFI Access¶

Upon selecting the Request EFI Access button you will be navigated to the EFI Organization Page.

Request EOR Access¶

Upon selecting the Request EOR Access button you will be navigated to the Electronic File Transfer Organization Representative (EOR) Page.

EFIO Certification Statement¶

Upon selecting the downward arrow download icon a downloadable EFIO Certification Statement will be generated. The EFIO Certification Statement will be prepopulated with the following information:

• Organization name
• Authorized Official’s Name
• Authorized Official’s Title/Position
• Authorized Official’s telephone number
• Organization’s LBN
• Organization’s Business Mailing Address

Print, sign, and send the EFI Certification Statement to the Enumerator for approval.

EFIO Status Definitions¶

• Green - Active: Organization is approved to use NPPES EFI functionality.
• Blue - Pending Approval: Organization requested access to use NPPES EFI functionality, but approval is still pending (EFIO request is being processed).
• Red - Rejected: Organization denied access to the EFI functionality.
• Pink - Deactivated: Organization can no longer have access to the EFI functionality.

EOR Status Definitions¶

• Green - Active: User approved to submit files on behalf of the EFI organization.
• Blue - Pending Approval: User has requested access to start submitting files on behalf of the EFI organization.
• Red - Rejected: User access request denied.
• Pink - Deactivated: User access request is deactivated. User can no longer have access to the EFI organization.

Endpoint Use Terms and Conditions¶

Select the check box to confirm the information provided is accurate and can be shared electronically for healthcare information exchange purposes.

Select EFI Organization¶

Select your EFI Organization associated with the file being uploaded from the dropdown list.

Select a File to Upload¶

The following types of files are allowed to be uploaded:

• XML
• CSV

Identify the file by selecting the Browse/Choose File button and select the desired file. Once you have found and selected the file to upload, select the Upload button.

• Browse/Choose File Button: Upon selecting the button a popup window will display allowing you to choose the file to be uploaded.
• Upload Button: Upon selecting the Upload button the file selected in the popup window will be uploaded.

Change Information using EFI¶

NPI File Generator

The NPI File Generator enables you to generate file data, update only the fields that need to be changed, and upload the file.

EFI CSV Change Request Upload¶

EFI Organization Information¶

EFI Organization Name and other details:¶

The following Information is collected for each EFI Organization. Fields marked with a red asterisk (*) are required.

• Employer Identification Number (EIN): Provide the Employer Identification Number of the Organization. This is a mandatory field.
• Organization Name (Legal Business Name): Provide the name of the organization, this is also the legal name of the organization. This is a mandatory field.
• Mailing Address Line 1: Provide the mailing address by typing in the Street Number and Name in the given space. This is a mandatory field.
• Mailing Address Line 2: Provide additional mailing address information by entering information such as the Apartment/Suite Number. This is a not a mandatory field.
• City: Provide the name of the City. This is a mandatory field.
• State: Select the State form the given drop down list. This is a mandatory field.
• Zip Code: Provide the Zip Code. This is a required field.
• Zip Code Extension: Provide the Zip Code Extension. This is a not a mandatory field.
• Telephone Number: Provide the Telephone Number. This is a required field.
• Extension: Provide Extension number if applicable. This is not a required field.
• Fax Number: Provide Fax number if available. This is not a required field.

Authorized Official For The Organization¶

The following Information is collected for each EFI Organization Authorized Official. Fields marked with a red asterisk (*) are required.

Authorized Officials Name and other details:¶

Provide the full legal name of the Authorized Official of the organization. This name must match the name on file with the Employer Identification Number (EIN). Prefix: Optionally provide the Authorized Official’s name prefix by providing one of the following:

• Dr.
• Miss
• Mr.
• Mrs.
• Ms.
• Prof.
• First Name: Provide the First name of the Authorized Official. This is a mandatory field.
• Middle Name: Provide the Middle Name of the Authorized Official. This is an optional field
• Last Name: Provide the Last Name of the Authorized Official. This is a mandatory field.
• Suffix: Optionally provide the Authorized Official’s name suffix if applicable by providing one of the following:
• I
• II
• III
• IV
• V
• VI
• VII
• VIII
• IX
• X
• Jr.
• Sr.
• Credentials: Optionally provide the Authorized Official’s credentials.
• Title/Position: Provide the Title and or Position of the Authorized Official of the Organization. This is a mandatory field.
• Telephone Number: Provide the Authorized Official’s Telephone Number. This is a required field.
• Extension: Provide the Authorized Official’s Telephone Number Extension number if applicable.

Electronic File Transfer Organization Representative (EOR)¶

Two radio buttons are provided to select if the organization is a subpart as Yes or No. If the organization is subpart of another organization then select the radio button ‘Yes’. If the organization is not a subpart of another organization then select a radio button that indicates as ‘No’.

Radio Buttons for EOR:¶

Two radio buttons are provided with as statement asking ‘Do you want to be listed as an EOR for this Organization’ with following two options.

• Yes
• No

When Yes is selected, the page will expand to allow you to enter your information. Your name will be populated for you from your I&A account. Please provide the missing data:

• Title/Position: This is a mandatory field.
• Email Address: This is a required field.
• Telephone Number: This is a required field.
• Extension: Provide the Telephone Number Extension if applicable.

Navigation Buttons:¶

• Cancel Button: Upon selecting the Cancel button the data entered will not be saved and you will be returned to the EFI File Management Main page.
• Submit Button: Upon selecting the Submit button the data entered will be saved and the request(s) will be submitted.