Working documents
Forms library
The forms every practice touches, what each one does, and where the official version lives.
Always download from the official source; forms get revised and payers reject
old versions.
⌘I
Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
The forms every practice touches, what each one does, and where the official version lives.
| Form | What it does | Official source |
|---|---|---|
| CMS-855I / 855B / 855R | Medicare enrollment: individual, entity, reassignment (guide) | cms.gov forms or file online in PECOS |
| CMS-588 | Medicare EFT authorization (bank setup and changes) | Same; also inside PECOS |
| CMS-460 | Medicare participation agreement (par status election) | cms.gov |
| CAQH ProView profile | The shared commercial credentialing file (guide) | proview.caqh.org |
| NPI application (NPPES) | Type 1 (individual) and Type 2 (entity) NPIs | nppes.cms.hhs.gov |
| Form | What it does | Source |
|---|---|---|
| SS-4 / online EIN | The entity’s tax ID | irs.gov |
| Form 2553 | S-corp election, deadline-sensitive (why) | irs.gov |
| W-9 | Your TIN certificate; every payer and clearinghouse asks (keep it consistent) | irs.gov |
| I-9, W-4, state new-hire forms | Every employee’s first-day packet (hiring) | uscis.gov, irs.gov, state agency |
| Form | What it does | Source |
|---|---|---|
| Business associate agreement (BAA) | Required with every PHI-touching vendor (HIPAA) | HHS publishes sample provisions at hhs.gov |
| Notice of Privacy Practices | Handed to every patient at intake | hhs.gov model notices |
| ABN (CMS-R-131) | Medicare advance notice for likely-uncovered services | cms.gov |
| Good-faith estimate | No Surprises Act estimate for self-pay (guide) | cms.gov NSA pages |
| Payer EFT/ERA enrollment forms | Per payer, via portal (directory) | Each portal |