NPI Lookup in Signup — Prototype v3 (Aug 2026)

Step 1 of 2

Let’s get to know you 1We tried name only. “John Smith” and “Maria Garcia” each return 200+ providers, and even “Emily Carter” returns 47. So nothing fires on this screen anymore. We just keep the name as the first signal.

A few quick details to get you started.

First name

Last name

Both wizard screens are unchanged from today’s v4 flow.

Step 2 of 2

About your practice

This shapes your workspace — templates, billing and scheduling are set up for your profession.

Practice name 2Yes, we can look up by practice name too. Group practices have their own registry records (NPI-2), and the API searches them by organization name: “Carter Counseling*” returns 10 real orgs, each with an authorized official we can cross-check against the name from step 1. That’s the strong path for group signups. Solo providers mostly can’t be found this way though, their record sits under their personal name. And it works in reverse: confirm a group record and we can backfill the legal entity name for billing later.

Profession

Team size

Is this you? 4This card only appears when exactly one provider survives all three filters. One person or no one. A list of similar names feels like being watched, and one mis-tap fills the workspace with a stranger’s details. A single yes/no card is the same move as Google’s “continue as” screen: cheap to confirm, cheap to reject.

We matched your details to a public provider profile in the NPI registry.

EC Emily Carter, CT Counselor · Columbus, OH
NPI 1730072059

🔍 Public record · NPI registry (NPPES) · nothing is saved unless you confirm

demo paths: · 6Most signups won’t produce a sure match, and that’s fine. The IP points at home instead of the practice, the profession maps to a different taxonomy, the name changed, or they’re simply not in the registry. All of those take the quiet no-match path. And when a small handful survive, there’s a middle case, demoed here too.

We found a few possible matches 7The middle case: two to four survivors. In this demo the state signal dropped out (say, a VPN), and four Emily Carter counselors match nationwide. These are the four real registry records. City and specialty do the telling-apart, so no phone numbers or addresses on strangers’ cards. This is the closest thing to v1’s picker, kept small and skippable. Whether it feels helpful or creepy at this moment is exactly what the A/B should answer, against the one-or-none rule.

If one of these is you, tap it and we’ll pre-fill your practice details for you to check. If not, carry on. This won’t come up again.

None of these are me

🔍 Public records · NPI registry (NPPES) · nothing is saved unless you pick one

Review your details

Pulled from your public NPI profile. Check it over — you can change anything. 8Nothing gets saved silently. Every field shows where it came from and can be edited before it touches the workspace. It’s also a nice moment: the product already understands them before they’ve typed anything.

✓ NPI 1730072059 · NPI registry, live record

Name Emily Carter, CT

Specialty Counselor taxonomy 101Y00000XSets your templates and starting services list

License C.2506504-TRNE State of Ohio

Practice location 1335 Dublin Rd, Ste 100AColumbus, OH 43215

Phone (614) 538-0353

Billing status Individual provider NPI-1Group practices carry an organization record (NPI-2) 9The RCM tie-in. NPI-1 means individual, NPI-2 means group, which is exactly the billing-status question RCM service onboarding needs answered, along with the taxonomy, address and license for insurance setup. Same lookup, same review pattern, reused there. Capture it at signup and RCM onboarding starts pre-answered.

Skip for now

Service	Code	Duration
Initial assessment & intake	CPT 90791	60 min
Individual therapy	CPT 90834	45 min
Individual therapy, extended	CPT 90837	60 min
Family therapy	CPT 90847	50 min
Group therapy	CPT 90853	60 min

Let’s get to know you 1We tried name only. “John Smith” and “Maria Garcia” each return 200+ providers, and even “Emily Carter” returns 47. So nothing fires on this screen anymore. We just keep the name as the first signal.

About your practice

Review your details

Your services