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How to Link Licenses to Practitioners

Written by Eric Hwang

To ensure you're getting the complete picture of a practitioner, whether for a one-time verification or ongoing monitoring, you can manually link licenses that belong to them but weren't automatically matched.

Because our system only makes high-confidence matches, licenses with any ambiguity are surfaced as Possible Licenses for your review. This can happen when a practitioner has a common last name or there are slight name variations between sources.

You can access Possible Licenses from an NPI search, from a practitioner's profile (Licenses tab), or during the verification flow before clicking Verify.

Using Matchmaker

Reviewing Potential Matches

When you view the Possible Licenses section, you'll see a list of licenses that may belong to the practitioner, showing their name, state, license type, and license number.

To link a license:

  1. Review the license details to confirm it belongs to the practitioner

  2. Select the license or licenses you wish to associate by clicking the checkbox

  3. Click the "Associate" button

  4. Click “Confirm”

Matched licenses will show as Pending Review while our team reviews them. In the meantime, that license is considered part of the practitioner's confirmed licenses for your organization.

Common Questions

Q: How long does review take?

A: Our team aims to review all suggested matches within 1-2 business days.

Q: Why haven’t you automatically matched all licenses?

A: Our system only makes high confidence matches to prevent incorrect associations. When there's any ambiguity, such as common last names or slight name variations, we present these as possible matches for your review rather than making an automatic association.

Q: What happens if I accidentally match the wrong license?

A: Contact our support team for assistance in correcting an incorrect match.

Q: Why do I see licenses from states where my practitioner doesn't work?

A: Practitioners may hold inactive or compact licenses in states where they don't currently practice. Review each license's status to determine if it should be associated with the practitioner.

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