[Federal Register: January 23, 2004 (Volume 69, Number 15)]
[Rules and Regulations]               
[Page 3433-3469]
From the Federal Register Online via GPO Access [wais.access.gpo.gov]
[DOCID:fr23ja04-10]                         


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Part II





Department of Health and Human Services





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Office of the Secretary



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45 CFR Part 162



HIPAA Administrative Simplification: Standard Unique Health Identifier 
for Health Care Providers; Final Rule


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DEPARTMENT OF HEALTH AND HUMAN SERVICES

Office of the Secretary

45 CFR Part 162

[CMS-0045-F]
RIN 0938-AH99

 
HIPAA Administrative Simplification: Standard Unique Health 
Identifier for Health Care Providers

AGENCY: Centers for Medicare & Medicaid Services, HHS.

ACTION: Final rule.

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SUMMARY: This final rule establishes the standard for a unique health 
identifier for health care providers for use in the health care system 
and announces the adoption of the National Provider Identifier (NPI) as 
that standard. It also establishes the implementation specifications 
for obtaining and using the standard unique health identifier for 
health care providers. The implementation specifications set the 
requirements that must be met by ``covered entities'': Health plans, 
health care clearinghouses, and those health care providers who 
transmit any health information in electronic form in connection with a 
transaction for which the Secretary has adopted a standard (known as 
``covered health care providers''). Covered entities must use the 
identifier in connection with standard transactions.
    The use of the NPI will improve the Medicare and Medicaid programs, 
and other Federal health programs and private health programs, and the 
effectiveness and efficiency of the health care industry in general, by 
simplifying the administration of the health care system and enabling 
the efficient electronic transmission of certain health information. 
This final rule implements some of the requirements of the 
Administrative Simplification subtitle F of the Health Insurance 
Portability and Accountability Act of 1996 (HIPAA).

EFFECTIVE DATE: May 23, 2005, except for the amendment to Sec.  
162.610, which is effective on January 23, 2004. Health care providers 
may apply for NPIs beginning on, but no earlier than, May 23, 2005.

FOR FURTHER INFORMATION CONTACT: Patricia Peyton, (410) 786-1812.

SUPPLEMENTARY INFORMATION:
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 This document is also available 

from the Department's Web site at http://aspe.hhs.gov/admnsimp/.


I. Background

    In order to administer its programs, a health plan assigns 
identification numbers to its providers of health care services and its 
suppliers. A health plan may be, among other things, a Federal program 
such as Medicare, a State Medicaid program, or a private health plan. 
The identifiers it assigns are frequently not standardized within a 
single health plan or across health plans, which results in the single 
health care provider having different identification numbers for each 
health plan, and often having multiple billing numbers issued within 
the same health plan. This complicates the health care provider's 
claims submission processes and may result in the assignment of the 
same identification number to different health care providers by 
different health plans.

A. NPI Initiative

    In July 1993, the Centers for Medicare & Medicaid Services (CMS) 
(formerly the Health Care Financing Administration (HCFA)), undertook a 
project to develop a health care provider identification system to meet 
the needs of the Medicare and Medicaid programs and, ultimately, the 
needs of a national identification system for all health care 
providers. Active participants in the project represented both 
government and the private sector. The project participants decided to 
develop a new identifier for health care providers because existing 
identifiers did not meet the criteria for national standards. The new 
identifier, known as the National Provider Identifier (NPI), did not 
have the limitations of the existing identifiers, and it met the 
criteria that had been recommended by the Workgroup for Electronic Data 
Interchange (WEDI) and the American National Standards Institute 
(ANSI).

B. The Results of the NPI Initiative

    As a result of the project, and before the Health Insurance 
Portability and Accountability Act of 1996 (HIPAA), Pub. L. 104-191, 
which was enacted on August 21, 1996, required the adoption and use of 
a standard unique identifier for health care providers, CMS and the 
other project participants accepted the NPI as the standard unique 
health identifier for health care providers. CMS decided to implement 
the NPI for Medicare, and began work on developing the National 
Provider System (NPS), which was intended to capture health care 
provider data and be equipped with the technology necessary to maintain 
and manage the data. The NPS was intended to be able to accept health 
care provider data in order to uniquely identify a health care provider 
and assign it an NPI. The NPS was intended to be designed so it could 
be used by other Federal and State agencies, and by private health 
plans, if deemed appropriate, to enumerate their health care providers 
that did not participate in Medicare.

C. Legislation

    The Congress included provisions to address the need for a standard 
unique health identifier for health care providers and other health 
care system needs in the Administrative Simplification provisions of 
HIPAA. Through subtitle F of title II of that law, the Congress added 
to title XI of the Social Security Act (the Act) a new part C, entitled 
``Administrative Simplification.'' (Pub. L. 104-191 affects several 
titles in the United States Code.) The purpose of part C is to improve 
the Medicare and Medicaid programs in particular, and the efficiency 
and effectiveness of the health care system in general, by encouraging 
the development of a health information system through the 
establishment of standards and implementation specifications to 
facilitate the electronic transmission of certain health information.
    Part C of title XI consists of sections 1171 through 1179 of the 
Act. These sections define various terms and impose requirements on the 
Secretary of the Department of Health and Human Services (HHS), health 
plans, health care clearinghouses, and certain health care providers 
concerning the adoption of standards and implementation specifications 
relating to health

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information. Section 1173(b) of the Act requires the Secretary to adopt 
standards providing for a standard unique health identifier for each 
individual, employer, health plan, and health care provider for use in 
the health care system and to specify the purposes for which the 
identifiers may be used. It also requires the Secretary to consider 
multiple locations and specialty classifications for health care 
providers in developing the standard health identifier for health care 
providers. We discussed other general aspects of the HIPAA statute in 
greater detail in the May 7, 1998, proposed rule (63 FR 25320).

D. Plan for Implementing Administrative Simplification Standards

    On May 7, 1998, we proposed a standard unique health identifier for 
health care providers and requirements concerning its implementation 
(63 FR 25320). That proposed rule also set forth requirements that 
health plans, health care clearinghouses, and covered health care 
providers would have to meet concerning the use of the standard. On May 
7, 1998, we also proposed standards for transactions and code sets (63 
FR 25272). We published the final rule, entitled Health Insurance 
Reform: Standards for Electronic Transactions (the Transactions Rule), 
on August 17, 2000 (65 FR 50312). On May 31, 2002, in two separate 
proposed rules, we published proposed modifications to the Standards 
for Electronic Transactions. We published a final rule adopting 
modifications to the Transactions Rule on February 20, 2003 (68 FR 
8381).
    On November 3, 1999, we proposed standards for privacy of 
individually identifiable health information (64 FR 59918). We 
published the final rule, entitled Standards for Privacy of 
Individually Identifiable Health Information (the Privacy Rule), on 
December 28, 2000 (65 FR 82462). On March 27, 2002, we proposed 
modifications to the Privacy Rule. On August 14, 2002, we published 
modifications to the Privacy standards in a final rule, entitled 
``Standards for Privacy of Individually Identifiable Health 
Information'' (the Privacy Rule Modifications) (67 FR 53182).
    On June 16, 1998, we proposed the standard unique employer 
identifier (63 FR 32784). On May 31, 2002, we published the final rule, 
entitled ``Standard Unique Employer Identifier'' (67 FR 38009).
    On August 12, 1998, we proposed standards for security and 
electronic signatures (63 FR 43242). On February 20, 2003, we published 
the final rule on security standards (the Security Rule) (68 FR 8334).
    On April 17, 2003, we published an interim final rule adopting 
procedures for the investigation and imposition of civil money 
penalties and the conduct of hearings when the imposition of a penalty 
is challenged (68 FR 18895). The interim final rule is the first 
installment of a larger rule, known as the Enforcement Rule, the rest 
of which is to be proposed at a later date.
    We will be proposing standards for the unique health plan 
identifier and claims attachments.
    In the May 7, 1998, proposed rule for the standard unique health 
identifier for health care providers, we proposed to add a new part 142 
to title 45 of the Code of Federal Regulations (CFR) for the 
administrative simplification standards and requirements. We have 
decided to codify the final rules in 45 CFR part 162 instead of part 
142. The Transactions Rule (65 FR 50312) explains why we made this 
change and lists the subparts and sections comprising part 162. In this 
final rule, we reference the proposed text using part 142, and 
reference the final text using part 162.
    In the Transactions Rule, we addressed (at 65 FR 50314) the 
comments that were made on issues that were common to the proposed 
rules on standards for electronic transactions, the standard employer 
identifier, the standards for security and electronic signatures, and 
the standard health care provider identifier. Those issues relate to 
applicability, definitions, general effective dates, new and revised 
standards, and the aggregate impact analysis. In that final rule, we 
set out the general requirements in part 160 subpart A and part 162 
subpart A. We refer the reader to that rule for more information on all 
but our discussion of issues pertinent to the standard unique health 
identifier for health care providers and the definition of health care 
provider.

E. Employer Identifier Standard: Waiver of Proposed Rulemaking and 
Effective Date for Uses of Employer Identifier

    As stated in section I.D., ``Plan for Implementing Administrative 
Simplification Standards,'' of this preamble, we published the final 
rule that adopted the standard unique employer identifier on May 31, 
2002 (67 FR 38009). The Employer Identifier was adopted as that 
standard effective July 30, 2002. We amend Sec.  162.610 as explained 
below.
    We ordinarily publish a correcting amendment of proposed rulemaking 
in the Federal Register and invite public comment on the correcting 
amendment before its provisions can take effect. We also ordinarily 
provide a delay of 30 days in the effective date of the final rule. We 
can waive notice and comment procedure and the 30-day delay in the 
effective date, however, if we find good cause that a notice and 
comment procedure is impracticable, unnecessary, or contrary to the 
public interest and we incorporate a statement in the correcting 
amendment of this finding and the reasons supporting that finding.
    We find that seeking public comment on and delaying the effective 
date of this correcting amendment would be contrary to the public 
interest. Section 1173(b)(2) of the Act requires that the standards 
regarding unique health care identifiers specify the purposes for which 
they may be used. Section 162.610 requires a covered entity to use the 
standard unique employer identifier--the employer identification number 
(EIN) assigned by the Internal Revenue Services (IRS), U.S. Department 
of the Treasury--in standard transactions that require an employer 
identifier. Unless Sec.  162.610 is amended to permit use of the 
standard unique employer identifier for all other lawful purposes, the 
Act could be read to subject covered entities that use their EIN for 
other purposes to civil money penalties under section 1176 of the Act 
and criminal penalties under section 1177 of the Act, a result that we 
did not intend. The IRS requires any taxpayer assigned an EIN to use 
the EIN as its taxpayer identifying number. Statutes and regulations 
also authorize or require other Federal agencies, including the 
Departments of Agriculture, Commerce, Education, Housing and Urban 
Development, and Labor, to collect EINs in connection with 
administering various Federal programs and laws. Since some of these 
agencies may conduct transactions with covered entities or may be 
covered entities in their own right, failure to promptly publish the 
correcting amendment could cause conflict between Sec.  162.610 and 
other statutory and regulatory directives, generating uncertainty for 
covered entities and potentially disrupting the administration of other 
Federal programs and laws. We believe that it is necessary to eliminate 
that uncertainty and potential disruption and to do so as soon as 
practicable by amending Sec.  162.610 to include as permitted uses of 
the EIN all other lawful purposes. Therefore, we find good cause to 
waive the notice and comment procedure and the 30-day

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delay in the effective date as being contrary to the public interest.

II. Provisions of the Regulations and Discussion of Public Comments

    Within each section of this final rule, we set forth the proposed 
provision contained in the May 7, 1998, proposed rule, summarize and 
respond (if appropriate) to the comments we received on the proposed 
provision, and present the final provision.
    It should be noted that the proposed rule contained multiple 
proposed ``requirements.'' In this final rule, we replace the term 
``requirement'' with the term ``implementation specification,'' where 
appropriate. We do this to maintain consistency with the use of those 
terms as they appear in the statute and the other published HIPAA 
rules. Within the comment and response portion of this final rule, for 
purposes of continuity, however, we use the term ``requirement'' when 
we are referring specifically to matters from the proposed rule. In all 
other instances, we use the term ``implementation specification.''
    In the May 7, 1998, proposed rule, we proposed a standard unique 
health identifier for health care providers. We listed the kinds of 
identifying information that would be collected about each health care 
provider in order to assign the identifier.
    In addition to the requirement that health care providers use the 
standard, the May 7, 1998, proposed rule also proposed other 
requirements for health care providers:
    [sbull] Each health care provider must obtain, by application if 
necessary, an NPI.
    [sbull] Each health care provider must accept and transmit NPIs 
whenever required on all standard transactions it accepts or transmits 
electronically.
    [sbull] Each health care provider must communicate to the National 
Provider System (NPS) any changes to the data elements in its record in 
the NPS within 60 days of the change.
    [sbull] Each health care provider may receive and use only one NPI. 
An NPI is inactivated upon death or dissolution of the health care 
provider.

A. General Provisions

1. Applicability
    The May 7, 1998, proposed rule for the standard unique health 
identifier for health care providers discussed the applicability of 
HIPAA to covered entities. The proposed rule provided that section 262 
(Administrative Simplification) of HIPAA applies to health plans, 
health care clearinghouses, and health care providers when health care 
providers electronically transmit any of the transactions to which 
section 1173(a)(1) of the Act refers. Comments received with respect to 
Applicability are discussed in sections II. A. 2., ``Definition of 
Health Care Provider,'' and II. A. 5., ``Implementation Specifications 
for Health Care Providers, Health Plans, and Health Care 
Clearinghouses'' of this preamble.
2. Definition of Health Care Provider
    In the Transactions Rule, we summarized the comments we received on 
the definitions we proposed in the May 7, 1998, NPI proposed rule (at 
63 FR 25324), with the exception of the definition of ``health care 
provider.'' We codified all of the definitions in 45 CFR 160.103 and 45 
CFR 162.103. Specifically, we codified the definition of ``health care 
provider'' at 45 CFR 160.103. We are responding in this preamble to the 
comments we received on the definition of ``health care provider,'' as 
we believe that these comments present issues that are more relevant to 
the standard unique health identifier for health care providers. As 
appropriate, our responses refer to discussions and decisions that were 
published in the Privacy Rule (65 FR 82462). This final rule does not 
change the definition of ``health care provider'' at Sec.  160.103. 
This final rule adds the definition of ``covered health care provider'' 
at Sec.  162.402.

Proposed Provisions (Sec.  142.103)

    In the May 7, 1998, proposed rule, we proposed to define ``health 
care provider'' as a provider of services as defined in section 1861(u) 
of the Act, a provider of medical or other health services as defined 
in section 1861(s) of the Act, and any other person who furnishes or 
bills and is paid for health care in the normal course of business (63 
FR 25325). We based the proposed definition on section 1171(3) of the 
Act for the reasons we stated in the May 7, 1998, proposed rule.
Comments and Responses on the Definition of ``Health Care Provider''
    Comment: We received many comments concerning the kinds of entities 
that should receive NPIs. Some of these comments recommended that the 
definition of a ``health care provider'' be constructed narrowly to 
restrict the kinds of entities that would be eligible to receive NPIs; 
others recommended that the definition be constructed broadly. Comments 
did not reflect a consensus or majority view across all commenters or 
even within the two groups of commenters who recommended a narrow or a 
broad definition of ``health care provider.''
    Commenters favoring a narrow definition of ``health care provider'' 
gave the following examples of entities to which NPIs should or should 
not be issued:
    [sbull] Only to those licensed to furnish health care.
    [sbull] Only to individuals and entities that furnish health care.
    [sbull] Only to billing health care providers.
    [sbull] Only to licensed health care providers that furnish care, 
bill, and are paid by third party payers for services.
    [sbull] Not to physicians who have opted out of government medical 
programs.
    [sbull] Not to groups, partnerships, or corporations.
    [sbull] Not to entities that bill or are paid for health care 
services furnished by other health care providers. A billing or pay-to 
entity should be identified by its taxpayer identifying number, not by 
an NPI.
    [sbull] Not to clearinghouses, administrative services only 
vendors, billing services, or health care provider service locations.
    Commenters favoring a broad definition of ``health care provider'' 
gave the following examples of entities to which NPIs should be issued:
    [sbull] Any health care provider that has a taxpayer identifying 
number.
    [sbull] Any individual or organization, including Independent 
Practice Associations and clearinghouses, that ever has custody of or 
transmits a health care claim or encounter record.
    [sbull] All health care provider groups.
    [sbull] Each billing health care provider, health care provider 
billing location, pay-to provider, performing health care provider, 
health care provider service location, and health care provider 
specialty.
    [sbull] Each incorporated individual and ``doing business as'' name 
of an organization.
    [sbull] The lowest organizational level of an entity that needs to 
be identified.
    Response: Although there was no consensus from commenters as to 
which entities should receive NPIs, several principles can be inferred.
    Many commenters who favored a narrow definition of ``health care 
provider'' want to simplify the current situation for health care 
providers; that is, a health care provider may have many health care 
provider numbers assigned by health plans for different business 
functions. The health care provider numbers sometimes represent the 
actual health care provider that furnishes health care, but may also 
represent the health care provider's

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service locations, corporate headquarters, specialties, pay-to 
arrangements, or contracts. Those who favored a narrow definition 
generally believed the NPI should represent only the health care 
provider that furnishes health care.
    Commenters who favored a broad definition of ``health care 
provider'' recognized the many business functions and uses in health 
care transactions fulfilled by health care provider numbers today. 
These business functions will continue to need to be performed after 
the implementation of the NPI. In order for the NPI to replace the 
multiple, proprietary health care provider numbers assigned by health 
plans today, the NPI must be assigned so that the business functions 
can continue. Those who favored a broad definition believed that if the 
NPI is not able to identify the health care provider entities that must 
be identified in an electronic health care claim or equivalent 
encounter information transaction, health plans will be forced to 
continue to use their existing proprietary health care provider numbers 
and the NPI will add to, rather than replace or simplify, health care 
provider numbering systems currently in use.
    The varying needs for health care provider numbers guided our 
decisions on which entities would be eligible to receive NPIs. Our 
general rule is that all health care providers, as we define that term 
in the regulations, will be eligible to receive NPIs. We discuss this 
in detail later in this section.
    It is important to note that not all health care providers who are 
eligible to receive NPIs will necessarily be required to comply with 
the HIPAA regulations. This is because some health care providers are 
not covered entities under HIPAA. The fact that a health care provider 
obtains an NPI does not impose covered entity status on that health 
care provider. Only those entities that (1) meet the definition of 
health care provider at Sec.  160.103, and (2) transmit health 
information in electronic form on their own behalf, or that use a 
business associate to transmit health information in electronic form on 
their behalf, in connection with a transaction for which the Secretary 
has adopted a standard (a covered transaction) are health care 
providers who are required to comply with the HIPAA regulations. These 
health care providers are covered health care providers and are 
considered ``covered entities'' under HIPAA. As noted above, we add a 
definition of ``covered health care provider'' at Sec.  162.402.
    The following discussion clarifies the eligibility of health care 
providers to be assigned NPIs and distinguishes between those that are 
covered entities under HIPAA and those that are not.
    ``Health care provider'' is defined in the regulations at Sec.  
160.103 as follows ``Health care provider means a provider of services 
as defined in section 1861(u) of the Act, 42 U.S.C. 1395X(u), a 
provider of medical or health services as defined in section 1861(s) of 
the Act, 42 U.S.C. 1395x(s), and any other person or organization who 
furnishes, bills, or is paid for health care in the normal course of 
business.'' Examples of health care providers included in this 
definition are: Physicians and other practitioners; hospitals and other 
institutional providers; suppliers of durable medical equipment, 
supplies related to health care, prosthetics, and orthotics; pharmacies 
(including on-line pharmacies) and pharmacists; and group practices. 
Additional examples are health maintenance organizations that may be 
considered health care providers as well as health plans if they also 
provide health care.
    There are individuals and organizations that furnish atypical or 
nontraditional services that are indirectly health care-related, such 
as taxi, home and vehicle modifications, insect control, habilitation, 
and respite services. These types of services are discussed in the 
Transactions Rule at 65 FR 50315. As stated in that Rule, many of these 
services do not qualify as health care services because the services do 
not fall within our definition of ``health care.'' An individual or 
organization must determine if it provides any services that fall 
within our definition of ``health care'' at Sec.  160.103. If it does 
provide those services, it is considered a health care provider and 
would be eligible for an NPI. If it does not, and does not provide 
other services or supplies that bring it within the definition of 
``health care provider,'' it would not be a health care provider under 
HIPAA, and would not be eligible to receive an NPI.
    The nonhealth care services of some atypical or nontraditional 
service providers are reimbursed by some health plans. Nevertheless, 
there is no requirement under HIPAA to use the standard transactions 
when submitting electronic claims for these types of services, because 
claims for these services are not claims for health care. (Health 
plans, however, are free to establish their own requirements for 
submitting claims in these circumstances, which means that a health 
plan could require atypical and nontraditional service providers to 
submit standard transactions. The health plans could not require these 
entities to obtain NPIs to use in those transactions, however, because 
those entities are not eligible to receive NPIs.)
    There are other individuals and organizations that, in the normal 
course of business, bill or receive payment for health care that is 
furnished by health care providers. These individuals and organizations 
may include billing services, value-added networks, and repricers. 
While these entities bill for health care, we do not read the statutory 
definition of ``health care provider'' as encompassing them. Rather, 
they would usually be acting as agents of health care providers in 
performing the billing function, or as health care clearinghouses 
assuming that they perform the data translation function described in 
the definition of ``health care clearinghouse'' at Sec.  160.103. The 
definition of ``health care clearinghouse'' specifically lists these 
entities as examples of health care clearinghouses. The health care 
industry does not consider these types of entities to be health care 
providers. Further, we do not believe that the Congress intended for 
them to be considered as such, as the statutory definition of ``health 
care provider'' refers only to ``other person furnishing health care 
services or supplies'' and thus would exclude persons who only bill 
for, but do not furnish, health care services or supplies. Thus, this 
final rule does not include billing services and similar entities as 
health care providers. Therefore, because these kinds of entities are 
not health care providers, they will not be eligible for NPIs.
    Comment: The Workgroup for Electronic Data Interchange (WEDI) 
commented that the NPI should be the only identifier for health care 
providers when the HIPAA transactions require provider identification. 
WEDI suggested that, to the extent provider-payer contracts require 
locations, location codes, and contract references, these should be 
handled outside of the NPS. To the extent numbers associated with 
providers (for example, Taxpayer Identifying Number (TIN) and Drug 
Enforcement Administration (DEA) number) are required for specific 
purposes other than provider identification, the HIPAA transactions 
should accommodate those numbers (and qualifiers) in the appropriate 
segments of the transactions.
    WEDI recommended that:
    [sbull] Health care providers who are individual human beings 
obtain one and only one NPI for life;
    [sbull] Health care providers endeavor to have only one NPI per 
organization, but

[[Page 3438]]

that the final decision on how many NPIs are necessary for an 
organization health care provider be left to the health care provider; 
and
    [sbull] At a minimum, and as the most critical criterion, the NPS 
data associated with any additional NPIs that an organization decides 
to obtain must not be identical to those associated with any other NPI 
in use by the organization.
    Some commenters supported our proposal that, if a separate physical 
location of an organization health care provider, member of a chain, or 
subpart of an organization health care provider needs to be separately 
identified, it would be eligible to get a separate NPI. A few 
commenters stated that different physical locations or subparts of an 
organization health care provider should not get separate NPIs. One 
commenter recommended that the NPS issue separate NPIs for separate 
physical locations, members of a chain, or subparts of an organization 
health care provider only if these are separately licensed or 
certified. The commenter believes that the issuance of separate 
licenses and certifications justifies their recognition as separate 
health care providers. Another commenter recommended that the NPS issue 
separate NPIs for these entities if Medicare considers the entities to 
be separate health care providers. A number of large health plans 
consider each physical location of a supplier of health care-related 
supplies to be a separate health care provider in order to uniquely 
identify it on claims to enable accurate pricing and reimbursement.
    Response: We agree in concept with the recommendations made by 
WEDI.
    At the time we published the proposed rule and received public 
comments on it, the Secretary had not yet adopted standards for any of 
the HIPAA Administrative Simplification provisions. Since that time, 
and as noted in section I. D., ``Plan for Implementing Administrative 
Simplification Standards'' of this preamble, the Secretary has adopted 
a number of Administrative Simplification standards, including the 
Privacy and Security standards. The following discussion describes the 
assignment of NPIs to certain organization health care providers and 
the relationship, if any, of the assignment methodology to the 
standards and implementation specifications adopted in the Privacy and 
Security Rules.
    Many health care providers that are organizations (such as 
hospitals and chains of suppliers of health care-related supplies, 
pharmacies, and others) are made up of components or separate physical 
locations. Many of these components or separate physical locations are 
separately certified or licensed by States as health care providers.
    [sbull] Examples of hospital components include outpatient 
departments, surgical centers, psychiatric units, and laboratories. 
These components are often separately licensed or certified by States 
and may exist at physical locations other than that of the hospital of 
which they are a component. Many health plans consider these components 
to be health care providers in their own right. Many of these 
components bill independently of the hospital of which they are a 
component.
    [sbull] Organization health care providers that are chains 
generally have a corporate headquarters and a number of separate 
physical locations. A durable medical equipment supplier chain, for 
example, has a corporate headquarters and separate physical locations 
at which durable medical equipment is dispensed to patients. The 
separate physical locations are generally separately licensed or 
certified by States. They often operate independently of each other and 
usually do their own billing. Many health plans consider each separate 
physical location to be a health care provider itself; and many of 
these health plans, including Medicare, reimburse for these items based 
on the geographic location where the items are dispensed to patients 
and not on the geographic location of the corporate headquarters.
    An entity that meets certain Federal statutory implementation 
specifications and regulations is eligible to participate in the 
Medicare program. Our definition of ``health care provider'' at Sec.  
160.103 includes those eligible to participate in Medicare as described 
in Federal statute (that is, in Sec.  1861(s) and Sec.  1861(u) of the 
Social Security Act). These entities, according to Federal statute and 
regulations, must be issued their own identification numbers in order 
to bill and receive payments from Medicare. The Federal statutes and 
regulations similarly affect the Medicaid program.
    Health care providers that are covered entities (see the definition 
at Sec.  160.103) are required to comply with this final rule. Thus, 
while all health care providers (as defined in Sec.  160.103) are 
eligible to be assigned NPIs and may, therefore, obtain NPIs, health 
care providers that are covered entities must obtain NPIs. As mentioned 
earlier in this section, a health care provider that is not a covered 
entity and which has been assigned an NPI does not become a covered 
entity as a result of NPI assignment.
    We refer to the components and separate physical locations 
described in the bulleted examples above as ``subparts'' of 
organization health care providers.
    We use the term ``subpart'' to avoid confusion with the term 
``health care component'' in the Privacy and Security Rules. We discuss 
terms and concepts in the Privacy and Security Rules later in this 
section.
    Section 1173(b)(1) of the Act provides that the Secretary ``shall 
take into account multiple uses for identifiers and multiple locations 
and specialty classifications for health care providers.'' This 
language indicates that Congress realized that certain health care 
providers operate at multiple locations and/or provide multiple types 
of health care services, and intended that the identifier standard take 
these variations in circumstance into account. We accommodate this 
language by requiring covered health care providers to obtain NPIs for 
subparts of their organizations that would otherwise meet the tests for 
being a covered health care provider themselves if they were separate 
legal entities, and permitting health care providers to obtain NPIs for 
subparts that do not meet these tests but otherwise qualify for 
assignment of an NPI. For example, a subpart may qualify for assignment 
of an NPI based on such factors as the subpart having a location and 
licensure separate from the organization health care provider of which 
it is a subpart. Licensure is often indicative of specialty (Healthcare 
Provider Taxonomy) classification. Thus, the assignment scheme created 
by this final rule provides flexibility in addressing the varied 
circumstances of health care providers, as Congress intended.
    A ``subpart'' described in this final rule may differ from a 
``health care component'' described in the Privacy and Security Rules. 
Therefore, it is appropriate to discuss these concepts and their 
relationship, if any, to the assignment of NPIs as established by this 
final rule.
    Standards and implementation specifications for the Privacy and 
Security standards fall under part 164--Security and Privacy, of 45 
CFR, whereas the implementation specifications for the standard unique 
health identifier for health care providers (and for the other 
identifiers mandated by HIPAA) are within part 162--Administrative 
Implementation Specifications, of 45 CFR. The broad concepts of 
ownership, control, and structure of covered entities are relevant

[[Page 3439]]

to determining the scope of, and defining responsibility for, 
implementing the Privacy and Security standards; therefore, we 
addressed those concepts in those rules. On the other hand, the 
concepts of ownership, control, and structure are of no significant 
value or importance in determining the health care providers that may 
be eligible to obtain NPIs, which is why those concepts are not 
discussed in this final rule.
    The term ``hybrid entity'' is defined in part 164, which is 
applicable to the Privacy and Security Rules, and may be a factor in 
determining responsibility for the implementation of the Privacy and 
Security standards and implementation specifications. It is defined in 
Sec.  164.103 and is discussed in the Privacy Rule at 65 FR 82502. It 
is possible that an organization health care provider may be a hybrid 
entity and, as such, may designate health care components for purposes 
of implementing the Privacy and Security Rules. It is possible and, 
indeed, likely that subparts as described earlier in this preamble may 
be health care components of a hybrid entity. It is also possible that 
the subparts may not align precisely with the designated health care 
components. There is no necessary correlation between what is a subpart 
and what is a health care component, and there need not be because, as 
stated above, the nature and function of the Privacy and Security 
standards differ from those of the health care provider identifier 
standard. The level of assignment of NPIs must be adequate to enumerate 
entities that meet the definition of ``health care provider'' at Sec.  
160.103. It is, therefore, possible that a designated health care 
component may in essence be assigned multiple NPIs if the health care 
component is made up of multiple health care providers or subparts, as 
described earlier.
    The term ``organized health care arrangement'' is discussed in the 
Security and Privacy Rules and is defined at Sec.  160.103. It is 
possible that subparts that are also health care components may elect 
to come together to form an organized health care arrangement. Whether 
or not subparts participate in an organized health care arrangement for 
purposes of implementing the Privacy or Security standards has no 
effect on their eligibility to be assigned NPIs.
    It must be kept in mind, with respect to the subparts as described 
in this preamble, that the organization health care provider is a legal 
entity and is the covered entity under HIPAA if it (or a subpart or 
component) transmits health information in electronic form (or uses a 
business associate to do so) in connection with a covered transaction. 
The subparts are simply parts of the legal entity. The legal entity--
the covered entity--is ultimately responsible for complying with the 
HIPAA rules and for ensuring that its subparts and/or health care 
components are in compliance. The organization health care provider, of 
which the subpart is a part, is responsible for ensuring that the 
subpart complies with the implementation specifications in this final 
rule. The organization health care provider is responsible for 
determining if its subpart or subparts must be assigned NPIs, as 
discussed above in this section of the preamble. The organization 
health care provider is also responsible for applying for NPIs for its 
subparts or for instructing its subparts to apply for NPIs themselves. 
(That is, it is not necessary that an application for an NPI be made by 
the organization health care provider on behalf of its subpart.)
    Comment: Some commenters expressed concern that the professional 
claim or equivalent encounter information transaction be able to 
accommodate address or location information associated with billing, 
pay-to, and furnishing health care providers.
    Response: The ASC X12N 837 Health Care Claim: Professional, adopted 
in the Transactions Rule, accommodates addresses for all these 
entities.
    Comment: Some commenters stated their desire for an identifier to 
represent each service address, for the purpose of reporting the 
location of service on a professional health care claim.
    Response: We believe that the location of service can properly be 
reported by use of data elements in the standard professional health 
care claim or equivalent encounter information transaction. The address 
where service was furnished (if different from the billing or pay-to 
provider's address and if not at the patient's home) is accommodated in 
the X12N 837 Professional Claim in the Service Facility Location loop. 
For these reasons, we do not believe a health care provider identifier 
needs to be assigned to every address at which a service can be 
provided. If health plans need service location data in addition to the 
data that are accommodated in the standard health care claim 
transaction, they should notify the organization responsible for that 
transaction (see Sec.  162.910 and Sec.  162.1102).
    Comment: Several commenters named specific kinds of practitioners 
or entities that should be eligible to receive NPIs. These commenters 
cited practitioners who write prescriptions, home health housekeepers, 
long-term care providers, providers of home health services, meals on 
wheels, and transportation.
    Response: Entities that do not furnish health care, and do not meet 
the definition of health care provider, will not be eligible to receive 
NPIs. A title does not necessarily indicate that an entity does or does 
not furnish health care. Entities who are unsure as to whether they are 
health care providers should check the definition of ``health care'' in 
Sec.  160.103 to determine whether the kinds of services they furnish 
are health care services.
    Comment: Some commenters stated that billing services should not 
receive NPIs. None of these commenters gave a definition or criteria to 
distinguish billing services from entities that would be eligible to be 
assigned NPIs. Other commenters stated that these definitions and 
criteria would be difficult to apply.
    Response: As stated earlier in this section, billing services do 
not meet our regulatory definition of health care provider and, 
therefore, will not be eligible for NPIs. Generally, the health care 
provider that furnished health care is the ``Billing provider'' on the 
X12N 837 transaction and would identify itself with an NPI. If a 
billing service needs to be identified as the ``Billing provider,'' it 
would identify itself with either an Employer Identification Number 
(EIN) or a Social Security Number (SSN).
    Comment: Several commenters noted that the term ``medical care'' in 
our descriptions of individual and organization health care providers 
should be replaced with the term ``health care.'' They were concerned 
that one could construe ``medical care'' to mean only care that was 
physician-supplied or physician-authorized.
    Response: We agree with the comment and have replaced the term 
``medical care'' with ``health care'' in our discussion of individual 
and organization health care providers.
    Comment: A majority of commenters stated that the NPS should not 
distinguish between organization health care providers and group health 
care providers. The NPS should collect the same data for both. A few 
other commenters suggested a definition for group, but did not suggest 
that different data should be collected for a group health care 
provider than for an organization health care provider.
    Response: As described in the proposed rule (at 63 FR 25325), group 
health care providers are entities composed of one or more individuals 
(members), generally created to provide coverage of patients' needs in 
terms of office hours, professional backup and

[[Page 3440]]

support, or range of services resulting in specific billing or payment 
arrangements. Organization health care providers are health care 
providers who are not individual health care providers (that is, health 
care providers who are human beings). Examples of organization health 
care providers are hospitals, pharmacies, and nursing homes. For 
purposes of this rule, we consider group health care providers to be 
organization health care providers. There is additional information 
about these health care providers in section II.C.1.(d) of this 
preamble.
    We agree with the majority of commenters that the NPS should 
collect the same data for group and organization health care providers. 
Because the same data are collected, there is no need for separate 
definitions of group and organization health care providers for NPI 
enumeration purposes.
    Comment: Several commenters suggested that an NPI suffix or sub-
identifier (sub-ID) be used to identify physical locations or subparts 
of a health care provider. Two commenters suggested that we explore the 
need for an electronic data interchange (EDI) identifier for 
transaction routing.
    Response: We considered allowing each health care provider, if it 
so chose, to establish sub-IDs under its NPI. The health care provider 
might use the sub-IDs for different physical locations, subparts, EDI 
transaction routing, or other purposes. We decided not to establish 
sub-IDs because our decisions regarding which entities would be 
eligible to receive NPIs (including separate physical locations and 
subparts of certain kinds of organization health care providers) 
obviate the need for them. Sub-IDs may be useful as a later 
implementation feature that would support EDI routing or other 
purposes. We will consider an expansion at a later time to include 
them, if we determine that they would be beneficial.
    Comment: Many commenters stated that all health care providers 
should be able to obtain NPIs, whether they conduct health care 
transactions electronically or on paper. Some commenters stated that 
health care providers that do not conduct any of the transactions named 
in HIPAA should be able to obtain NPIs.
    Response: All health care providers--as we define that term--may 
obtain NPIs. Only covered health care providers are required to obtain 
and use NPIs in standard transactions.
    Comment: Many commenters stated that NPIs should be mandatory for 
paper and fax transactions, as well as electronic.
    Response: In the May 7, 1998, proposed rule, we did not propose to 
apply this standard to paper transactions. Therefore, we focus on 
standards for electronic transactions. Most of the paper forms 
currently in use today cannot accommodate all of the data content 
included in the standard transactions. This does not prevent health 
plans from requiring for paper transactions the same data, including 
identifiers, as are required by the HIPAA regulations for electronic 
transactions.

Final Provisions (Sec.  160.103)

    As defined by section 1171(3) of the Act, a ``health care 
provider'' is a provider of services as defined in section 1861(u) of 
the Act, a provider of medical or other health services as defined in 
section 1861(s) of the Act, and any other person who furnishes health 
care services or supplies. Section 160.103 defines ``health care 
provider'' as the statute does and clarifies that the definition of a 
``health care provider'' includes any other person or organization that 
furnishes, bills, or is paid for health care in the normal course of 
business.
    Section 1173(b)(1) of the Act requires the Secretary to adopt 
standards providing for a standard unique health identifier for each 
health care provider, and to take into account multiple uses, 
locations, and specialty classifications for health care providers. All 
health care providers who meet our definition of ``health care 
provider'' at Sec.  160.103, regardless of whether they conduct 
transactions electronically or on paper or conduct any covered 
transactions will be eligible to apply for health care provider 
identifiers.
    We define ``covered health care provider'' at Sec.  162.402. 
Subparts of organization health care providers, as described earlier in 
this section, may be assigned NPIs.
    Registered nurses, dental hygienists, and technicians are examples 
of entities who furnish health care but who do not necessarily conduct 
covered transactions. They are eligible to receive NPIs because they 
are health care providers.
    We define two categories of health care providers for enumeration 
purposes. A data element, the ``Entity type code,'' in the NPS record 
for each health care provider will indicate the appropriate category.
    [sbull] NPIs with an ``Entity type code'' of 1 will be issued to 
health care providers who are individual human beings. Examples of 
health care providers with an ``Entity type code'' of 1 are physicians, 
dentists, nurses, chiropractors, pharmacists, and physical therapists.
    [sbull] NPIs with an ``Entity type code'' of 2 will be issued to 
health care providers other than individual human beings, that is, 
organizations. Examples of health care provider organizations with an 
``Entity type code'' of 2 are: hospitals; home health agencies; 
clinics; nursing homes; residential treatment centers; laboratories; 
ambulance companies; group practices; health maintenance organizations; 
suppliers of durable medical equipment, supplies related to health 
care, prosthetics, and orthotics; and pharmacies.
    Entities that participate in the Medicare program and many that 
participate in the Medicaid program are eligible for NPIs. (Note, 
however, our discussion of atypical and nontraditional service 
providers earlier in this section.) Many subparts of organization 
health care providers (as discussed earlier in this section) are 
eligible to be assigned NPIs, and an NPI must be obtained for, or by, 
them if they would be considered a covered health care provider if they 
were a separate legal entity. By definition, subparts are not 
themselves legal entities; the legal entity is the organization health 
care provider of which they are a subpart. Organization health care 
provider subparts--because they too are organizations--will be issued 
NPIs with ``Entity type code'' of 2.
    We do not consider individuals who are health care providers (that 
is, they meet our definition of ``health care provider'' at Sec.  
160.103) and who are members or employees of an organization health 
care provider to be ``subparts'' of those organization health care 
providers, as described earlier in this section. Individuals who are 
health care providers are legal entities in their own right. The 
eligibility for an ``Entity type code 1'' NPI of an individual who is a 
health care provider and a member or an employee of an organization 
health care provider is not dependent on a decision by the organization 
health care provider as to whether or not an NPI should be obtained 
for, or by, that individual. The eligibility for an ``Entity type code 
1'' NPI of a health care provider who is an individual is separate and 
apart from that individual's membership or employment by an 
organization health care provider. If such an individual is a covered 
health care provider, he or she is required to obtain an NPI. An 
example of the above discussion is a physician who is a member of a 
group practice. Both are health care providers and, therefore, both may 
apply for NPIs, but the physician would receive an

[[Page 3441]]

``Entity type code 1'' NPI, while the group practice would receive an 
``Entity type code 2'' NPI. If either is a covered health care 
provider, that covered health care provider must apply for an NPI.
    ``Entity type code'' determinations will be made according to the 
following:
    [sbull] An individual human being furnishes health care. The 
described individual is a health care provider and will be assigned an 
NPI with an ``Entity type code'' of 1.
    [sbull] An organization furnishes health care. The described 
organization is a health care provider and will be assigned an NPI with 
an ``Entity type code'' of 2.
    [sbull] An organization health care provider subpart, as described 
earlier in this section, is a health care provider and will be assigned 
an NPI with an ``Entity type code'' of 2.
    Hereafter in this preamble, we include these subparts in our 
references to health care providers unless there is a reason to 
distinguish them.
    An NPI will be used to identify the health care provider on a 
health care claim or equivalent encounter information transaction. If 
an organization health care provider consists of subparts that are 
identified with their own unique NPIs, a health plan may decide to 
enroll none, one, or a limited number of them (and to use only the 
NPI(s) of the one(s) it enrolls). A health plan may not require a 
health care provider or a subpart of an organization health care 
provider that has an NPI to obtain another NPI for any purpose. Links 
among the various NPI types may be made and maintained by health plans 
and other users of the NPS data, but will not be maintained in the NPS.
    The data to be collected by the NPS for health care providers are 
described in section II. C. 2. of this preamble, ``Data Elements and 
Data Dissemination.'' The NPS will capture data elements for health 
care providers with an ``Entity type code'' of 1 (individuals) that are 
different from those that it will capture for those with an ``Entity 
type code'' of 2 (organizations) because the data available to search 
for duplicates (for example, date and place of birth) are different. 
The NPS will ensure the uniqueness of the NPI by assigning only one NPI 
to a health care provider with a distinct string of data in the NPS. 
The NPS will contain the kinds of data necessary to adequately 
categorize each entity to which it assigns an NPI. An NPI will be a 
lasting identifier for the health care provider to which it has been 
assigned. For health care providers with an ``Entity type code'' of 1, 
the NPI will be a permanent identifier, assigned for life, unless 
circumstances justify deactivation, such as a health care provider who 
finds that his or her NPI has been used fraudulently by another entity. 
In that situation, the health provider can apply, and will be eligible, 
for a new NPI, and the previously assigned NPI will be deactivated. For 
health care providers with an ``Entity type code'' of 2, the NPI will 
also be considered permanent, except in certain situations such as when 
a health care provider does not wish to continue an association with a 
previously used NPI, or when a health care provider's NPI has been used 
fraudulently by another. In those situations, the health care provider 
that holds the NPI can apply, and be eligible for, a new NPI, and the 
previously assigned NPI will be deactivated. A new NPI will not be 
required for change of ownership, change from partnership to 
corporation, or change in the State where an organization health care 
provider is incorporated; indeed, ownership and incorporation 
information will not be contained in the NPS. A new NPI will not be 
required when there is a change in an organization health care 
provider's name, Employer Identification Number, address, Healthcare 
Provider Taxonomy classification, State of licensure, or State license 
number. Instead, the health care provider will supply that information 
to the NPS and the data in the NPS about these entities will be 
updated. After a corporate merger, the surviving organization may 
continue to use its NPI. A health care provider's NPI will not be 
deactivated if that health care provider is sanctioned or barred from 
one or more health plans. When an organization health care provider is 
disbanded, the organization health care provider's NPI will be 
deactivated. If a previously deactivated organization health care 
provider is later reactivated, its previous NPI will be reactivated.
3. NPI Standard

Proposed Provisions (Sec.  142.402(a))

    The May 7, 1998, proposed rule (at 63 FR 25328) described our 
proposal for the standard health care provider identifier. We proposed 
the NPI standard as an 8-position alphanumeric identifier. It would 
include as the 8th position a numeric check digit to assist in 
identifying erroneous or invalid NPIs. The check digit would be a 
recognized International Standards Organization (ISO) standard. The 
check digit algorithm would be computed from an all-numeric base 
number. Therefore, any alpha characters that may be part of the NPI 
would be translated to a specific numeric before the calculation of the 
check digit. The NPI format would allow for the creation of 
approximately 20 billion unique identifiers. It would be an 
intelligence-free identifier. In the May 7, 1998 proposed rule, we also 
proposed the type of data included in the file containing identifying 
information for each health care provider.
    In addition to the description of the NPI standard, this section of 
the May 7, 1998, proposed rule discussed several other points on which 
we received comments:
    We noted that we proposed the 8-position alphanumeric format rather 
than a longer numeric-only format in order to keep the identifier as 
short as possible while providing for an identifier pool that would 
serve the industry's needs for a long time.
    We listed selection criteria for the standard and discussed 
candidate identifiers, including the National Association of Boards of 
Pharmacy number, the Social Security Number, and the Employer 
Identification Number.
    We noted that the USA Registration Committee approved the NPI as an 
International Standards Organization card issuer identifier in August 
1996 for use on standard health identification cards.
Comments and Responses on the NPI Standard
    Comment: Several commenters on the format of the NPI expressed 
general support for our proposal or specific support for an 8-position 
alphanumeric identifier. Very few of these commenters gave a reason for 
support of the 8-position alphanumeric format. A strong majority of 
commenters recommended instead that the NPI be a 10-position numeric 
identifier, because a 10-position identifier would yield an adequate 
pool of identifiers and would not exceed the length permitted for 
identifiers in the standard transactions proposed under HIPAA. A few 
other commenters recommended a 9-position numeric identifier. Several 
commenters who favored a numeric identifier stated that if additional 
capacity for NPIs were needed in the future, additional numeric digits 
should be added at that time. Commenters who preferred a numeric 
identifier were very specific in listing its advantages. They stated 
that a numeric identifier--
    [sbull] Is more quickly and accurately keyed in data-entry 
applications;
    [sbull] Is more easily used in telephone keypad applications;
    [sbull] Does not require translation before application of the 
check digit algorithm,

[[Page 3442]]

and thus uses the full ability of the check digit algorithm to detect 
keying errors;
    [sbull] Is compatible with ISO identification card standards for a 
card issuer identifier (discussed below), while an alphanumeric 
identifier is not; and
    [sbull] Will require less change for systems that currently use a 
numeric identifier.
    Response: We find the stated advantages of a 10-position numeric 
identifier convincing. We have revised proposed Sec.  142.402 (now 
Sec.  162.406(a)) to provide that the NPI will be a 10-position numeric 
identifier, with the 10th position being an ISO standard check digit. 
The use of a 10-digit numeric NPI and our initial assignment strategy 
will allow for 200 million unique NPIs. We estimate 200 million NPIs 
would last approximately 200 years, allowing for health care provider 
growth, as discussed later in the preamble of this final rule in 
section V.D., ``Specific Impact of the NPI.'' If additional capacity 
for NPIs is needed in the future, additional numeric digits will be 
added to the identifier at that time. A modification to the NPI format 
would be accomplished through rulemaking. A 10-position numeric 
identifier is specified in Sec.  162.406(a).
    Comment: Some commenters asked that we clarify how the NPI would 
appear when used as a card issuer identifier on a standard health care 
identification card. Commenters also asked that we clarify any 
modification made to the check digit algorithm to allow the NPI to be 
used as a card issuer identifier.
    Response: In December 1997, an American National Standard for a 
Uniform Healthcare Identification Card was approved by the National 
Committee for Information Technology Standards (NCITS), which is a 
standards-developing organization accredited by the American National 
Standards Institute. The specification for this standard, NCITS.284, is 
available from the American National Standards Institute, 11 West 42nd 
Street, New York, New York 10036. One identifier field on the standard 
health care identification card is the card issuer identifier. A card 
issuer identifier is an identifier for an entity that issues a health 
care identification card. In most cases, the entity issuing a health 
care identification card would be a health plan; in some cases, 
however, the entity could be a health care provider. We note that, 
under HIPAA, health care providers are neither required to issue health 
care identification cards, nor to use the NCITS.284 standard card. The 
NCITS.284 standard requires that the first five digits of the card 
issuer identifier be ``80840,'' where the initial two digits, 80, 
signify health applications, the next three digits, 840, signify United 
States. The remainder of the card issuer identifier identifies the 
entity that issued the card. In August 1996, the USA Registration 
Committee, a standards-developing organization accredited by the 
American National Standards Institute, approved the NPI as an 
identifier for a card issuer for use on a standard health care 
identification card. If the NPI is used to identify the card issuer on 
a card that complies with NCITS.284, the card issuer identifier would 
consist of 15 positions as follows: ``80840,'' signifying health 
applications in the United States, followed by the 10-position NPI (the 
9-position identifier portion of the NPI, followed by the NPI check 
digit).
    We note that the initial five digits ``80840'' would be required 
with the NPI only when the NPI is used as a card issuer identifier on a 
standard health care identification card. However, in order that any 
NPI could potentially be used as a component of the card issuer 
identifier on a standard health care identification card, the NPI check 
digit calculation must always be performed as though the NPI is 
preceded by ``80840.'' This is easily accomplished by including a 
constant in the check digit calculation when the NPI is used without 
this prefix. The NPI check digit is calculated using the ISO standard 
Luhn check digit algorithm, a modulus 10 ``double-add-double'' 
algorithm. The specification for calculation of the NPI check digit 
will be made available on the CMS Web site (http://www.cms.hhs.gov). 

The specification will explain how to compute the check digit and how 
to verify an NPI using the check digit, both when the ``80840'' prefix 
is present and when it is not.
    Comment: A strong majority of commenters supported our proposal 
that the NPI be intelligence-free. A few commenters stated that an 
intelligence-free identifier would not meet their needs because their 
systems use the facility provider type, which is coded as part of the 
identifier in some current systems.
    Response: If the NPI were to include intelligence, that is, coded 
information about the health care provider, as part of the identifier, 
a new NPI would have to be issued any time the coded information about 
the health care provider changed. This would undermine the lasting 
nature of the NPI. For this reason we agree with the large majority of 
commenters that the NPI not contain intelligence about the health care 
provider.
    Comment: A small number of commenters stated that the Taxpayer 
Identifying Number (TIN) should be selected, or reconsidered, as the 
standard unique health identifier for health care providers.
    Response: The TIN is the identifier under which the health care 
provider reports a United States tax return to the Internal Revenue 
Service (IRS). It can be an SSN, assigned by the Social Security 
Administration, or an IRS Individual Taxpayer Identification Number 
(ITIN), assigned by the IRS, or an EIN, assigned by the IRS. A large 
number of commenters on the ``Data'' section of the May 7, 1998, NPI 
proposed rule stated their opposition to dissemination of the SSN 
except in strictly controlled situations that fully comply with the 
Privacy Act. Use of the SSN or the TIN as the standard unique health 
identifier for health care providers would require the wide 
dissemination and use of the SSN or TIN in the HIPAA transactions under 
conditions that would not be protected by the Privacy Act. The majority 
of commenters did not support the use of the SSN as the standard unique 
health identifier for health care providers for individuals.
    Comment: The National Council for Prescription Drug Programs 
requested that we make several clarifications regarding our reference 
to the National Association of Boards of Pharmacy (NABP) number, which 
we discussed as a candidate identifier in the May 7, 1998, proposed 
rule.
    Response: As requested, we note that the NABP number has been 
renamed the National Council for Prescription Drug Programs (NCPDP) 
Provider Number. In 1997, the NCPDP and the NABP mutually severed the 
contract made in 1977. The NCPDP has full responsibility for 
maintenance of the pharmacy file. The NCPDP Provider Number is issued 
solely by NCPDP. All references to the NABP number should be changed 
instead to the NCPDP Provider Number.
    Comment: A small number of commenters stated that the proposed NPI 
would not meet one or more of the selection criteria for standards or 
would not be consistent with the law because it would not reduce the 
administrative costs of providing and paying for health care. These 
kinds of comments cited the high costs of developing and operating a 
new system for health care provider enumeration.
    Response: Elsewhere in this preamble, we discuss how the collection 
of health care provider data and the enumeration of health care 
providers can be satisfactorily accomplished with the NPI and how those 
associated costs can be kept to a minimum. We acknowledge

[[Page 3443]]

that organizations will incur costs in the move to a standard 
enumeration process. After the initial implementation, however, we 
believe that the costs will diminish significantly, and that long-term 
use of a standard identifier will be cost-effective.

Final Provisions (Sec.  162.406(a))

    We are adopting the NPI format of an all-numeric identifier, 10 
positions in length, with an ISO standard check-digit in the 10th 
position (Sec.  162.406(a)). The NPI will not contain intelligence 
about the health care provider. This format and our assignment strategy 
will allow for at least 200 million unique NPIs.
4. Effective Date and Compliance Dates

Proposed Provisions (Sec.  142.410)

    The May 7, 1998, proposed rule proposed the compliance dates for 
the standard unique health identifier for health care providers.
    The May 7, 1998, proposed rule proposed that:
    [sbull] Each health plan that is not a small health plan must 
comply with the requirements of Sec.  142.104 and Sec.  142.404 by 24 
months after the effective date of the final rule.
    [sbull] Each small health plan must comply with the requirements of 
Sec.  142.104 and Sec.  142.404 by 36 months after the effective date 
of the final rule.
    [sbull] Each health care clearinghouse and health care provider 
must begin using the NPI by 24 months after the effective date of the 
final rule.
Comments and Responses on Effective Date and Compliance Dates
    Comment: An overwhelming number of commenters requested that there 
be an extended period of time between the publication of the NPI final 
rule and the date the implementation period for the NPI would begin. 
Commenters stated that their resources were fully committed to 
millennium issues and that those resources could not be used to address 
the numerous changes needed to implement the NPI until after the 
millennium work was satisfactorily completed. Some commenters asked 
that we publish the final rule on Standards for Electronic Transactions 
before any of the other rules.
    Response: Work on the millennium is complete. Many commenters are 
undoubtedly expending resources at this time in implementing the HIPAA 
Privacy Rule (65 FR 82462 and 67 FR 53182), the Transactions Rule (65 
FR 50312 and 68 FR 8381), the Security Rule (68 FR 8334) and the 
Employer Identifier Rule (67 FR 38009). The reader should note that we 
published the Transactions Rule (65 FR 50312) before any of the other 
HIPAA final rules. The National Provider System (NPS) will be a large, 
complex system. Its development cannot be finalized until publication 
of this final rule. The NPS must operate efficiently and be capable of 
performing many operations. It must undergo testing to ensure proper 
operation of all functions and must pass a variety of stress tests. To 
ensure adequate time for completion of system development and testing, 
we set the effective date of this final rule to be 16 months after 
publication in the Federal Register. Covered entities will need to be 
in compliance no later than 24 months after the effective date (36 
months for small health plans). While the purpose of this extended 
effective date is to allow HHS sufficient time for NPS development and 
testing, it will also permit health care entities sufficient time to 
accommodate changes needed in order to implement the NPI.

Final Provisions (Sec.  162.404)

    We set the effective date and compliance dates as follows:
    a. Effective date of this final rule. The effective date of the NPI 
is May 23, 2005. The effective date of this final rule marks the 
beginning of the implementation period for the NPI.
    b. Compliance dates of the NPI. We adopt the requirement that 
covered entities (except small health plans) must obtain an NPI and 
must use the NPI in standard transactions no later than May 23, 2007. 
Small health plans must do so no later than May 23, 2008.
    If the Secretary adopts a modification to this standard, the 
compliance date of the modification would be no earlier than the 180th 
day following the adoption of the modification. The Secretary would 
determine the actual date, taking into account the time needed to 
comply due to the nature and extent of the modification. The Secretary 
would be able to extend the time for compliance with any modification 
by small health plans by rulemaking, if he determines that an extension 
is appropriate.
5. Implementation Specifications for Health Care Providers, Health 
Plans, and Health Care Clearinghouses

Proposed Provisions (Sec.  142.404, Sec.  142.406, and Sec.  142.408)

    In section II. E., ``Requirements,'' of the preamble of the May 7, 
1998, proposed rule (63 FR 25330), we discussed the requirements that 
health plans, health care clearinghouses, and covered health care 
providers would have to meet in implementing the NPI. The proposed 
regulation text, in Sec.  142.404, stated that health plans would be 
required to accept and transmit, directly or through a health care 
clearinghouse, the NPI on all standard transactions wherever required. 
The proposed regulation text, in Sec.  142.406, stated that health care 
clearinghouses would be required to use the NPI wherever a standard 
electronic transaction requires it.
    The preamble of the May 7, 1998, proposed rule (63 FR 25330) 
states: ``In Sec.  142.408, Requirements: Health care providers, we 
would require each health care provider that needs an NPI for HIPAA 
transactions to obtain, by application if necessary, an NPI * * *'' 
Section 142.408(a) of the proposed regulation text states: ``Each 
health care provider must obtain, by application if necessary, a 
national provider identifier.'' The text of the proposed rule states, 
in Sec.  142.408(c): ``Each health care provider must communicate any 
changes to the data elements in its file in the national provider 
system to an enumerator of national provider identifiers within 60 days 
of the change.''
Comments and Responses on Requirements for Health Care Providers, 
Health Plans, and Health Care Clearinghouses
    We believe that the Congress intended that each health care 
provider be eligible for an NPI and intended to authorize the Secretary 
to require covered health care providers to obtain one. HIPAA requires 
the adoption of a standard unique health identifier for health care 
providers and directs the Secretary to specify the purposes for which 
the identifier may be used. The statute sets forth the maximum amount 
of time by which all covered entities must comply with the standards, 
leaving discretion to the Secretary to designate compliance dates 
(within the limitations of the law). We proposed in the May 7, 1998, 
proposed rule, and require in this final rule, that covered entities 
must be in compliance with the standards no later than 2 years (3 years 
for small health plans) from the effective date of the regulation. 
Thus, as of the compliance date, a covered health care provider must 
have obtained and begun to use an NPI.
    Comment: Some commenters recommended that all data about a health 
care provider in the NPS be required to be updated; others stated that 
only certain data elements should be required to be updated. Most 
indicated that data needed for unique identification should be kept 
current.

[[Page 3444]]

    Response: In the proposed rule, the NPS was proposed to include 
many data elements that we have since decided not to include. (See 
section II. C. 2. of this preamble, ``Data Elements and Data 
Dissemination.'') We have decided that the NPS will consist entirely of 
data elements about a health care provider that are needed for 
administrative (communications) purposes and for the unique 
identification of the health care provider. We believe it is 
appropriate and necessary for the health care providers to notify the 
NPS of changes in their required NPS data, but, given limits on our 
statutory authority, we can require such notification only of covered 
health care providers.
    Comment: We received many comments concerning the length of time a 
health care provider should be allowed before it must notify the NPS of 
changes to its NPS data. Most commenters thought that the 60-day period 
was too long and believed a 15-to-30-day period was more appropriate.
    Response: The May 7, 1998, proposed rule at Sec.  142.408(c) 
proposed 60 days to allow reasonable flexibility in the time required 
for a health care provider to complete a paper form (the NPI 
application/update form) containing the update(s) and forward it to the 
NPS. We will attempt to design the NPS to be responsive and easy to 
use. We will consider a design that will allow a health care provider 
(or possibly a health care provider's authorized representative (see 
section II. B. 2., ``Health Care Provider Enumeration,'' of this 
preamble)) to communicate the health care provider's changes directly 
into the NPS over the Internet, using a secure Web-based transaction. A 
paper form (the NPI application/update form) will be developed for this 
same purpose and will be available from the NPS and from the CMS Web 
site (http://www.cms.hhs.gov) for use by health care providers. We 

realize that many health care providers may prefer to send electronic 
updates if the capability exists. According to the majority of 
commenters, health care providers should be required to communicate 
changes in their NPS data in far less than 60 days. We agree. 
Therefore, we adopt in this final rule a requirement that covered 
health care providers notify the NPS of changes in their required NPS 
data within 30 calendar days of the changes (Sec.  162.410(a)(4)).
    Comment: Several commenters indicated that health plans will need 
to know about changes in health care provider information. Commenters 
did not believe it would be fair for health care providers to have to 
notify both the NPS and the health plans in which they are enrolled of 
changes.
    Response: We agree that health plans will need to know of changes 
in the data associated with their enrolled health care providers. Most 
health plans collect more information about a health care provider than 
the NPS will collect. Therefore, we expect that health plans will still 
require health care providers to notify them of changes in this 
information. The NPS will have the capability to provide listings or 
reports of changes in NPS data in accordance with section II. C. 2. of 
this preamble, ``Data Elements and Data Dissemination.''
    Comment: Several commenters stated that the NPS should be required 
to apply updates within a specified period of time after receipt of the 
updated information from a health care provider.
    Response: We expect that the update process will be designed in a 
way that will allow the system to process updates within a reasonable 
timeframe (for example, 10 business days from receipt). The volume of 
updates at any given time may impact system performance. If changes are 
unable to be made (for example, the health care provider furnishing 
updates does not appear to match any health care provider in the NPS), 
the health care provider will receive a message that will indicate why 
the NPS is unable to update the record. The message will request that 
the problem be resolved and the information be resubmitted.
    Comment: Several commenters asked if health plans should take any 
action to notify the NPS of changes to health care provider data if 
they become aware of these changes.
    Response: Although health plans would not be required to provide 
information to the NPS to update health care provider data, we 
encourage health plans to instruct and remind their enrolled health 
care providers to notify the NPS of changes in their data.
    Comment: There were numerous comments about penalties for non-use 
of the NPI:
    [sbull] If NPIs could not be assigned to covered health care 
providers before the compliance date for those health care providers, 
and sufficiently ahead of that time to enable the health care providers 
to be capable of using the NPI in standard transactions, penalties 
should not be enforced for nonuse of the NPI.
    [sbull] Sufficient time should elapse to ensure adequate experience 
in using the NPI before penalties are assessed.
    [sbull] Financial penalties for noncompliance should not be 
assessed until 1 year after the NPI compliance dates.
    [sbull] The method of enforcing compliance with the standard should 
be made public.
    [sbull] The penalties for nonuse of a single standard and nonuse of 
multiple standards should be clarified.
    [sbull] When noncompliance forces nonpayment, the entity expecting 
payment will resolve the issue.
    Response: NPIs will be assigned to health care providers as quickly 
as possible and within the parameters of the performance criteria that 
are in effect. (See earlier comment and response for additional 
information.) HHS is preparing, and has issued in part, a separate 
regulation on enforcement of the HIPAA standards. This regulation is 
expected to address all but perhaps the last concern of these 
commenters. The regulation cannot place requirements on entities that 
are not covered entities, and the entities involved in the situation 
described in the last bullet may not be covered entities.
    Comment: Many commenters suggested that (1) health care providers 
not be required to use the NPI within the first year after the 
effective date of its adoption, although willing trading partners could 
use the NPI by mutual agreement at any time after the effective date; 
and (2) health plans should give their health care providers at least 6 
months' notice before requiring them to use the NPI.
    Response: Upon the effective date of the adoption of this standard 
(which will be 16 months after the date it is published), health care 
providers may apply for NPIs. Covered entities (except for small health 
plans) must begin using the NPI in standard transactions no later than 
24 months after the effective date. (Small health plans have 36 months 
to begin using NPIs.) These are statutory requirements that we have 
incorporated into this final rule. We believe these timeframes enable 
more than sufficient time for covered health care providers to become 
aware of their responsibilities under this final rule, to apply for and 
be assigned their NPIs, and to complete work needed to begin using 
their NPIs. Applying for an NPI up to 18 months after the effective 
date of the adoption of this standard will still give health care 
providers 6 months before the statutory compliance date arrives. We 
encourage health plans to give health care providers 6 months' notice 
before requiring them to use NPIs; however, we do not require that 
action by the health plans. How soon health care providers could use 
NPIs would depend on when they obtained the NPIs, and health plans have 
no direct control over that action.

[[Page 3445]]

We encourage all parties to work together to ensure a smooth 
transition.

Final Provisions (Sec.  162.410, Sec.  162.412, Sec.  162.414)

    All health care providers are eligible for NPIs.
    We require each covered health care provider to obtain an NPI from 
the NPS, by application if necessary, for itself and for its subparts, 
if appropriate, and to use its NPI in standard transactions. Covered 
health care providers must disclose their NPIs to other entities that 
need those health care providers' NPIs for use in standard 
transactions. Covered health care providers must communicate to the NPS 
any changes in their required data elements within 30 days of the 
change. If covered health care providers use business associates to 
conduct standard transactions on their behalf, they must require their 
business associates to use NPIs appropriately as required by the 
transactions the business associates conduct on its behalf.
    Situations exist in which a standard transaction must identify a 
health care provider that is not a covered entity. An organization 
health care provider subpart may need to be identified in a standard 
transaction but the organization health care provider may not be 
required to obtain an NPI for the subpart. A noncovered health care 
provider may or may not have applied for and received an NPI. In the 
latter case, and in the case of the subpart described above, an NPI 
would not be available for use in the standard transaction. We 
encourage every health care provider to apply for an NPI, and encourage 
all health care providers to disclose their NPIs to any entity that 
needs that health care provider's NPI for use in a standard 
transaction. Obtaining NPIs and disclosing them to entities so they can 
be used by those entities in standard transactions will greatly enhance 
the efficiency of health care transactions throughout the health care 
industry. If subparts are assigned NPIs, the covered health care 
provider must ensure that the subpart's NPI is disclosed, when 
requested, to any entity that needs to use the subpart's NPI in a 
standard transaction.
    Here are examples that illustrate the desirability for a health 
care provider that is not required to be enumerated to obtain and 
disclose an NPI:
    (1) A pharmacy claim that is a standard transaction must include 
the identifier (which, as of the compliance date, would be the NPI) of 
the prescriber. Therefore, the pharmacy needs to know the NPI of the 
prescriber in order to submit the pharmacy claim. The prescriber may be 
a physician or other practitioner who does not conduct standard 
transactions. The prescriber is encouraged to obtain an NPI so it can 
be furnished to the pharmacy for the pharmacy to use on the standard 
pharmacy claim.
    (2) A hospital claim is a standard transaction and it may need to 
identify an attending physician. The attending physician may be a 
physician who does not conduct standard transactions. The physician is 
encouraged to obtain an NPI so it can be furnished to the hospital for 
the hospital to use on the standard institutional claim.
    In the examples above, the NPI of a health care provider that is 
not a covered entity is needed for inclusion in a standard transaction. 
The absence of NPIs when required in those claims by the implementation 
specifications may delay preparation or processing of those claims, or 
both. Therefore, we strongly encourage health care providers that need 
to be identified in standard transactions to obtain NPIs and make them 
available to entities that need to use them in those transactions.
    Under Sec.  162.410 (Implementation specifications: Health care 
providers), we require each covered health care provider to:
    [sbull] Obtain from the NPS, by application if necessary, an NPI 
for itself and, if appropriate, for its subparts.
    [sbull] Use the NPI it obtained from the NPS to identify itself in 
all standard transactions that it conducts where its health care 
provider identifier is required.
    [sbull] Disclose its NPI, when requested, to any entity that needs 
the NPI to identify that health care provider in a standard 
transaction.
    [sbull] Communicate to the NPS any changes to its required data 
elements in the NPS within 30 days of the change.
    [sbull] If it uses one or more business associates to conduct 
standard transactions on its behalf, require its business associate(s) 
to use its NPI and the NPIs of other health care providers 
appropriately as required by the transactions the business associate(s) 
conducts on its behalf. (For example, a claim for a laboratory service 
will require the NPI of the laboratory and may also require the NPI of 
the referring physician. If a business associate prepares the 
laboratory claim, the business associate must use the laboratory's and 
the referring physician's NPIs. If the business associate does not 
already know the NPI of the referring physician, it may have to contact 
the referring physician to obtain his or her NPI.)
    [sbull] If it has been assigned NPIs for one or more subparts, 
comply with the above requirements with respect to each of those NPIs.
    Under Sec.  162.412 (Implementation specifications: Health plans), 
we require health plans to: use the NPI of any health care provider 
(including subparts of organization health care providers) that has 
been assigned an NPI to identify that health care provider (or subpart) 
in all standard transactions where the health care provider's (or 
subpart's) identifier is required. Health plans may not require health 
care providers that have been assigned NPIs to obtain additional NPIs.
    Under Sec.  162.414 (Implementation specifications: Health care 
clearinghouses), we require health care clearinghouses to use the NPI 
of any health care provider (including subparts of organization health 
care providers) that has been assigned an NPI to identify that health 
care provider (or subpart) in all standard transactions where that 
health care provider's (or subpart's) identifier is required.

B. Implementation of the NPI

1. The National Provider System

Proposed Provisions (Sec.  142.402)

    The May 7, 1998, proposed rule (at 63 FR 25331) described the 
National Provider System (NPS) as a central electronic enumerating 
system. The system would be a comprehensive, uniform system for 
identifying and uniquely enumerating health care providers at the 
national level. The Department of Health and Human Services (HHS) would 
exercise overall responsibility for oversight and management of the 
system.
Comments and Responses on the National Provider System
    We did not receive comments specific to our description of the NPS. 
However, commenters were emphatic that the NPS be fully tested before 
it began assigning NPIs, and that the system ensure that the same NPI 
would not be issued to more than one health care provider. Commenters 
also suggested that an option be made available by which health care 
providers could apply for NPIs electronically in lieu of completing a 
paper application form. This comment is addressed in section II. B. 2. 
of this preamble, ``Health Care Provider Enumeration.''

Final Provisions (Sec.  162.408(a))

    NPIs will be assigned to health care providers by the NPS, which 
will be a central electronic enumerating system operating under Federal 
direction. The

[[Page 3446]]

NPS will uniquely identify and enumerate health care providers at the 
national level. The NPS may enumerate subparts of organization health 
care providers.
    The NPS will be designed to be easy to use. The design will employ 
the latest technological advances wherever feasible for capturing 
health care provider data and making information available to users. 
This is discussed in section II. C. 2. of this preamble, ``Data 
Elements and Data Dissemination.''
    HHS will exercise overall responsibility for oversight and 
management of the NPS. The NPS will include a database that will store 
the identifying and administrative information about health care 
providers that are assigned NPIs. The data elements comprising the NPS 
are described and listed in section II. C. 2. of this preamble, ``Data 
Elements and Data Dissemination.''
    Identifying and uniquely enumerating health care providers for 
purposes of the NPI is separate from the process that health plans 
follow in enrolling health care providers in their health programs. The 
NPS will assign NPIs to health care providers. However, the assignment 
of the NPI will not eliminate the process that health plans follow in 
receiving and verifying information from health care providers that 
apply to them for enrollment in their health programs.
    Health care providers will submit applications for NPIs to HHS. As 
health care provider data are entered into the NPS from the 
application, the NPS will check the data for consistency, standardize 
addresses, and validate the Social Security Number (SSN) if the 
individual applying for an NPI provides it; the NPS will validate the 
date of birth only if the SSN is validated. (If a health care provider 
chooses not to furnish his or her SSN when applying for an NPI, the 
assignment of an NPI to that health care provider may be delayed and 
additional information may be requested from that health care provider 
in order to establish uniqueness.) If the NPS encounters problems in 
processing the application, appropriate messages will be communicated 
to the applicant. If problems are not encountered, the NPS will then 
search its database to determine whether the health care provider 
already has an NPI. If a health care provider has already been issued 
an NPI, an appropriate message will be communicated. If not, an NPI 
will be assigned. If the health care provider is similar (but not 
identical) to an already-enumerated health care provider, the situation 
will be investigated. Once an NPI is assigned, the health care provider 
will be notified of its NPI.
2. Health Care Provider Enumeration
    In section III of the preamble of the May 7, 1998, NPI proposed 
rule, ``Implementation of the NPI'' (at 63 FR 25331), we asked for 
comments on the entity or entities that would be responsible for 
assigning NPIs to health care providers. We explained that the HIPAA 
legislation did not contain a specific funding mechanism for activities 
related to enumeration. We asked for comments on how the enumeration 
activity and the NPS itself could be funded, and how the costs of 
enumeration could be kept as low as practicable. We presented two 
options for the enumeration of health care providers: (1) All health 
care providers, except existing Medicare providers, would be enumerated 
by a single entity. Existing Medicare providers would automatically be 
enumerated and would not have to apply for NPIs; (2) Federal health 
plans and Medicaid would enumerate their enrolled health care 
providers, and a federally-directed registry would enumerate all 
remaining health care providers. We also presented a phased approach to 
enumeration and requested public comment on it. In the phased approach, 
we proposed that enumeration would occur in the following order: (1) 
Medicare providers; (2) Medicaid, other Federal providers, and health 
care providers that do not conduct business with Federal health plans 
or Medicaid but that do conduct electronically any of the transactions 
specified in HIPAA; and (3) all remaining health care providers. The 
May 7, 1998, proposed rule also stated that phase three would not begin 
until phases one and two were completed.
Comments and Responses on Provider Enumeration
    Comment: Several commenters stated that it would cost more than our 
estimate of $50 to enumerate a health care provider; others believed 
our estimate of $50 to be reasonable. Some commenters pointed out that 
Federal and Medicaid health plans do not maintain all of the 
information about health care providers that would be required to 
assign NPIs; thus, if those health plans' prevalidated health care 
provider files were to be used to populate the NPS, costs might exceed 
$50 per health care provider in order to obtain the missing information 
needed to assign NPIs. Commenters also pointed out that the cost to 
enumerate an entity that furnishes atypical or nontraditional services 
would exceed $50.
    Response: We respond to these issues as follows:
    [sbull] We agree with the comment that there may be situations 
where information in addition to what is contained in existing health 
care provider files will be required in order to assign NPIs. For 
example, we have found that some Medicaid and Medicare provider files 
do not contain all of the information required to assign an NPI. 
Populating the NPS with existing files that lack certain required NPS 
data elements increases the cost of enumeration because additional 
resources would be needed to collect the missing information.
    [sbull] Any inconsistencies or errors that are present in health 
care provider files that are considered to be used to populate the NPS 
would be imported into the NPS as part of that process. Resolving these 
inconsistencies and errors before loading these files will require 
resources and time. This will increase the cost of enumeration and 
possibly slow the process.
    [sbull] Where the format or structure of a health care provider 
file being considered for use in populating the NPS differs from the 
format or structure of the NPS, additional costs will be incurred in 
attempting to conform that source file to the NPS.
    [sbull] As discussed in section II. C. 2. of this preamble, ``Data 
Elements and Data Dissemination,'' we are reducing the amount of health 
care provider information being captured by the NPS to only that which 
is required to uniquely identify and communicate with the health care 
provider. Some of the information that will not be collected is the 
kind that is costly to collect, such as membership in groups, 
certification and school information. Not collecting these health care 
provider data lowers the cost of enumeration.
    [sbull] On applications for NPIs from individuals, the NPS will 
verify the SSN if it is furnished on the application.
    [sbull] Problems in processing the applications will have to be 
resolved. This will increase the cost of enumeration.
    [sbull] The NPS will be designed, wherever feasible, to take 
advantage of technologies that will make its operation efficient. This 
may include the use of the Internet to accept applications and updates 
from health care providers. While up-front costs will be higher for 
some designs, the more efficient the design and operation of the NPS, 
the lower the cost of enumeration and ongoing operations.
    Medicare Part B carriers indicated in comments that it costs about 
$50 to enroll a health care provider in the Medicare program. This 
process involves reviewing and validating a

[[Page 3447]]

paper application containing far more information than will be 
collected and validated on the NPI application/update form. The NPS 
will verify the SSN only if it is furnished in applying for an NPI; the 
date of birth will be verified only if the SSN is furnished. The NPS 
will run various edits and consistency checks and will check for 
duplicate records to ensure that only one NPI is assigned to a health 
care provider and that the same NPI is not assigned to more than one 
health care provider. Enabling the receipt of Web-based applications 
and the limited validation will make the cost of enumerating a health 
care provider far less than enrolling a health care provider in a 
health plan. The majority of atypical and nontraditional service 
providers are not considered health care providers and, therefore, 
would not be eligible for NPIs. The use of modern technology to receive 
and process applications for NPIs makes it difficult if not impossible 
to attach a dollar value to the enumeration of a single provider. 
Implicit in enumeration are the costs of software, licenses, salaries, 
training, and overhead. We estimate that the combination of all of the 
above factors would reflect an average cost of enumerating a single 
health care provider to be closer to $10.
    Comment: The majority of commenters favored enumeration option 1, 
where a single entity would enumerate all health care providers except 
existing Medicare providers (who would automatically be enumerated). 
(The May 7, 1998, proposed rule recommended enumeration option 2, which 
would have required Federal health plans and Medicaid to enumerate 
their enrolled health care providers, with a federally-directed 
registry enumerating all remaining health care providers.) The 
supporters of a single enumeration entity cited the following 
advantages of option 1: (1) It would be less costly than multiple 
enumeration entities; (2) it would ensure uniform operation of the 
enumeration process, reducing inconsistencies that could lead to 
duplicate assignment of NPIs; (3) it would be less confusing to health 
care providers, particularly those that participate in multiple health 
plans; (4) it would be a single point of contact with which to do 
business and seek help and information; and (5) it would ensure 
uniformity in resolving problems and would be more capable and 
efficient in responding to data integrity issues that may require 
investigation. Comments from Federal health plans and Medicaid State 
agencies (which were the proposed enumeration entities under option 2) 
stated that they preferred not to have a role as an enumerator. Some 
Federal health plans anticipated that too many health care providers 
would request that they handle their updates and changes. Medicaid 
State agencies indicated that they would require additional Federal 
funding to assume the responsibilities of enumeration.
    Nonetheless, some commenters did support option 2. They stated that 
having Federal health plans and Medicaid State agencies enumerate their 
own health care providers had several advantages: (1) These entities 
already conduct a significant amount of enumeration activity in their 
health plan enrollment processes, which would bring a wealth of 
experience to the NPI enumeration process; (2) much of the information 
required to assign an NPI to a health care provider is already 
collected by these entities; (3) fraud detection would be enhanced 
because, as enumeration entities, they would have access to the data in 
the NPS; and (4) the initial cost of enumerating health care providers 
would be incremental to these entities, a major factor in making option 
2 less costly than option 1.
    Response: After analyzing all the comments and reviewing our 
computations as to the costs of enumeration under both options, we have 
determined that a single entity, under HHS direction, should handle the 
enumeration functions. We believe that enumeration by a single entity 
will be the most efficient option.
    While supporters of option 2 cited several advantages, the 
reluctance of the Federal health plans and Medicaid State agencies to 
undertake enumeration functions was a major factor causing us to 
support a single entity. Selection of option 2 would have required 
those Federal health plans and Medicaid State agencies to perform 
functions they were not willing to perform. Another factor in our 
decision to choose option 1 was an oversight in our cost computations. 
While our narrative discussion of costs indicated that prevalidated 
Medicare provider files would populate the NPS under both options, 
Table 5 in the Impact Analysis portion of the May 7, 1998, proposed 
rule did not reflect those savings in the cost of option 1. If those 
savings had been reflected, the cost of option 1 would have been less. 
(Please see the next comment and response regarding Medicare provider 
files.) Costs for option 2 did not include the expenses that would be 
incurred by Federal health plans and Medicaid State agencies in 
resolving problems found in their health care provider records that 
would prevent some of those records from being loaded into the NPS for 
enumeration of the health care providers. This would have increased the 
cost of option 2. Had we applied both of these cost factors, both 
options would cost about the same.
    The use of one entity, under HHS direction, to enumerate health 
care providers will ensure uniform operation of the NPS. Health care 
providers will have a single contact point for applications, updates, 
and questions. Problems will be resolved in a uniform manner. These 
factors make a single enumerator the more efficient option.
    Comment: Several commenters cautioned against loading pre-existing 
health care provider files into the NPS. They indicated that any errors 
present in those files would be carried undetected into the NPS. 
Commenters cautioned that any data to be loaded into the NPS should be 
validated, accurate, and up to date.
    Response: We agree with the commenters' recommendation that 
accurate, current data should be included in the NPS. After publication 
of the May 7, 1998 proposed rule, we reexamined the existing Medicare 
provider files in anticipation of using them to populate the NPS. Our 
reexamination revealed that some mandatory NPS data elements are not 
present in some of the Medicare files. In addition, data integrity 
problems have been identified, and reformatting some of the Medicare 
files to make them consistent with the structure of the NPS may be more 
difficult than first expected. It may require considerable time to 
update and reformat these files for NPS purposes.
    It is important to note that we are undertaking steps to update our 
existing Medicare provider files for independent business reasons. If 
we find it is feasible to use updated, accurate Medicare provider files 
to populate the NPS, we will do so, and we will notify the affected 
Medicare providers that they will not have to apply for NPIs. The NPS 
will notify the affected providers of their NPIs.
    Comment: Nearly all commenters recommended that the enumeration 
function and operation of the NPS be federally funded because a Federal 
statute mandates the adoption and use of a standard unique health 
identifier for health care providers. Many commenters stated that the 
costs cannot be borne directly by health care providers or indirectly 
by health care provider organizations and clearly stated that health 
care providers should receive NPIs at no cost. Some stated that if fees 
need to be assessed, they should come from the health plans, not the

[[Page 3448]]

health care providers, as the health plans will receive the most 
benefit from the use of the standard. There was some support for the 
collection of initial fees from health plans, health care 
clearinghouses, and other nonprovider entities to obtain data from the 
NPS; the fees would help offset the cost of maintaining the database. 
Another commenter recommended that the public sector and large health 
plans pay fees to a public-private sector trust organization. The fees 
would represent their proportion of the total health benefit dollars; 
the trust organization would administer various databases required by 
the HIPAA standards (not solely the NPS). One commenter suggested 
Federal funds be used initially, with the enumeration entity eventually 
becoming self-sufficient.
    Response: HIPAA did not provide the authority to charge health care 
providers a user fee to obtain an NPI. Federal funds will support the 
enumeration process and the NPS, at least initially. After the NPI is 
implemented, HHS will investigate the use of other funding mechanisms. 
The data dissemination process is discussed in section II.C.2., ``Data 
Elements and Data Dissemination,'' of this preamble.
    Comment: Some commenters supported the phases of enumeration as 
described in the May 7, 1998, proposed rule. Many commenters supported 
assignment of NPIs to existing Medicare providers first for these 
reasons: (1) These health care providers are the majority of the health 
care providers that conduct standard transactions; (2) the NPS is being 
developed by HHS; and (3) Medicare provider information is already 
available in HHS in the Centers for Medicare & Medicaid Services (CMS).
    Many commenters stated that health care providers that do not 
conduct the transactions specified in HIPAA should be enumerated at the 
same time as all other health care providers--all health care providers 
must be equally able to receive NPIs. Many of these commenters believed 
that costly dual systems would have to be maintained (one for health 
care providers with NPIs and one for those without) and confusion in 
the marketplace would be created if paper processors did not also 
receive NPIs within the same time frame as electronic processors.
    Other commenters suggested that NPIs be issued on a first-come, 
first-served basis.
    Some commenters suggested enumeration phases by health care 
provider type or by geographical region of the country.
    Response: The NPS will be stress tested, but even successful 
passage of the stress test will not enable all health care providers to 
apply for and be assigned NPIs at the same time.
    Covered health care providers are required to use NPIs where those 
identifiers are required in standard transactions. We expect that 
covered health care providers will be the first to apply for NPIs. We 
estimate that, on the effective date of the NPI, approximately 2.3 
million health care providers will be ready to apply for NPIs. They may 
apply for NPIs beginning on the effective date, which is May 23, 2005. 
Covered health care providers must begin to use their NPIs in standard 
transactions no later than May 23, 2007.
    We estimate that, on the effective date of the NPI, the number of 
health care providers that typically do not conduct standard 
transactions will be approximately 3.7 million. A few examples of these 
health care providers are registered nurses employed by hospitals or 
other facilities, X-ray and other technicians, and dental hygienists. 
These health care providers may apply for NPIs at any time after the 
effective date of this final rule. However, because there is no 
requirement for these health care providers to use NPIs, we do not 
expect them to apply for NPIs as soon as those that conduct standard 
transactions or those that must be identified in standard transactions.
    It may be determined some time after publication of this final rule 
that ``bulk enumeration'' of some health care providers is feasible. 
Bulk enumeration is a term used to mean mass-enumeration of a large 
number of health care providers, all at one time, from a database or 
file that uniquely identifies them in a way consistent with the 
identification criteria in this final rule. Bulk enumeration would 
eliminate the need for those health care providers to apply for NPIs. 
For example, bulk enumeration might involve a specific classification 
of health care providers that comprises the membership of a large 
professional organization, or it could involve different 
classifications of health care providers that are employed by one large 
organization health care provider. In both of these examples, the 
health care providers to be enumerated may or may not be covered 
entities. This enumeration could occur at any time, if it is feasible. 
HHS, along with the other affected entities, and working within the 
requirements of the Privacy Act, will determine the feasibility of bulk 
enumeration. Any health care provider that would be enumerated in this 
way will be notified.
    The NPS will process applications for NPIs as they are received.
    It is true that some health plans may have to maintain--for 
internal purposes--dual health care provider numbers: the NPI and the 
number(s) issued to health care providers by the health plans 
themselves. Health plans impose this burden on themselves in 
accommodating their own internal operational needs. We expect that 
health plans may decide to use NPIs for additional purposes beyond 
those required in this final rule.
    Comment: The majority of commenters made it clear that NPIs must be 
assigned and the NPS fully and successfully tested well before the 
compliance date.
    Response: We agree. The NPS will have been fully tested before it 
begins to assign NPIs. The speed of assignment of NPIs will be 
dependent in part on the complete, correct, and timely submission of 
the NPI applications.
    Comment: Several commenters stated that the application forms for 
NPIs should be retained indefinitely in a manner where the signatures 
or certification statements could be verified if necessary. Commenters 
stated that signatures or certification statements could be useful in 
prosecuting a health care provider that knowingly requested more than 
one NPI for itself.
    Response: The NPI application forms will contain a statement 
whereby the signer attests to the accuracy of the information on the 
application. Paper applications will be maintained indefinitely for 
signature or certification statement verification and audit purposes. 
Applications completed electronically will be processed only if the 
person completing the application attested to the accuracy of the 
information by ``checking'' a designated box appearing in the on-line 
application. Those electronic applications that are successfully 
processed (that is, the health care provider is assigned an NPI) will 
be maintained indefinitely in a manner whereby certification statements 
can be verified if required.
    Comment: Several commenters asked that the NPI application form be 
designed to accommodate updates to health care provider data.
    Response: We believe this is a good suggestion, particularly 
because all of the information that will be required on the application 
for an NPI will have to be updated if changes occur. Therefore, we will 
attempt to design a form that can serve both application and update 
purposes.

[[Page 3449]]

Final Provisions
    One entity will be given enumeration functions under the direction 
of HHS (option 1 as presented in the May 7, 1998, proposed rule) to 
enumerate all eligible health care providers who apply for NPIs. There 
are many advantages in using a single entity, which were discussed in 
the comment and response section above.
    The enumeration function and the development and operation of the 
NPS will be federally funded, at least for the foreseeable future. 
Under this final rule, health care providers will not be charged a fee 
to be assigned NPIs or to update their NPS data.
    If feasible, we will populate the NPS with Medicare provider files.
    Health care providers will apply for NPIs, and covered health care 
providers must apply for NPIs.
    We will attempt to design the NPI application form in order to also 
accommodate updates. The form will be available from the NPS and via 
the Internet (http://www.cms.hhs.gov).

    We will attempt to design the NPS so that it can receive and accept 
NPI applications and updates on paper or over the Internet.
    We expect that the use of modern technology to receive and process 
applications for NPIs and to apply updates to the NPS records of 
enumerated health care providers will greatly reduce our earlier 
estimates. In addition, the limited validation by the NPS of data 
reported by health care providers will further reduce NPS costs. We 
discuss the cost of operating the NPS in section V, ``Regulatory Impact 
Analysis,'' of this preamble.
    Before enumeration begins, the NPS will be fully tested. We will 
strive to ensure that the NPS functions properly and guards against 
assigning the same NPI to more than one health care provider, assigning 
more than one NPI to the same health care provider, and re-using NPIs 
(assigning to a health care provider an NPI that had at one time been 
issued to another).
    Health care providers may apply for NPIs beginning on the effective 
date of this final rule.
    At this time, we do not expect bulk enumeration of health care 
providers, except possibly of Medicare providers, as discussed earlier. 
HHS will explore the feasibility of other such enumerations. If 
considered feasible, the affected health care providers will be 
notified and will not have to apply for NPIs.
    We will consider the feasibility of allowing health care providers 
to designate authorized representatives to handle their NPI 
applications and updates.
    Applications for NPIs and updates will be retained by HHS 
indefinitely in a manner in which signatures on paper applications or 
certification statements on electronic applications can be verified if 
required.
    We will make available as much information as possible about the 
implementation of the NPI on the CMS Web site (http://www.cms.hhs.gov).

    The web site will include information about the availability and 
submission of the NPI application/update form.
3. Approved Uses of the NPI
    The preamble of the May 7, 1998, proposed rule discussed approved 
uses of the NPI. We did not receive comments that objected to those 
uses.
    By 24 months after the effective date of this final rule, covered 
health care providers, health plans (except for small health plans), 
and health care clearinghouses must use the NPI in standard 
transactions. Small health plans must do so within 36 months of the 
effective date. Covered health care providers must disclose their NPIs 
to other entities when these entities need to include those health care 
providers' NPIs in standard transactions. We encourage all other health 
care providers to do the same.
    The NPI may also be used for any other lawful purpose requiring the 
unique identification of a health care provider. It may not be used in 
any activity otherwise prohibited by law.
    Examples of permissible uses include, in addition to the above, the 
following:
    [sbull] The NPI may be used as a cross-reference in health care 
provider fraud and abuse files and other program integrity files.
    [sbull] The NPI may be used to identify health care providers for 
debt collection under the provisions of the Debt Collection Improvement 
Act of 1996 (Pub. L. 104-134, enacted on April 26, 1996) and the 
Balanced Budget Act of 1997 (Pub. L. 105-33, enacted on August 5, 
1997).
    [sbull] Health care providers may use their own NPIs to identify 
themselves in nonstandard health care transactions and on related 
correspondence.
    [sbull] Health care providers may use other health care providers 
NPIs to identify those other health care providers in health care 
transactions and on related correspondence.
    [sbull] Health plans may use NPIs in their internal health care 
provider files to process transactions and in communications with 
health care providers.
    [sbull] Health plans may communicate NPIs to other health plans for 
coordination of benefits.
    [sbull] Health care clearinghouses may use NPIs in their internal 
files to create and process standard transactions and in communications 
with health care providers and health plans.
    [sbull] NPIs may be used to identify health care providers in 
patient medical records.
    [sbull] NPIs may be used to identify health care providers that are 
health care card issuers on health care identification cards.
    We encourage health care providers that are not required to comply 
with HIPAA regulations to use NPIs in the ways listed above.
4. System of Records Notice
    A System of Records Notice (HHS/HCFA/OIS No. 09-70-0008) published 
in the Federal Register on July 28, 1998 (63 FR 40297), listed the ways 
in which data from the NPS that are protected by the Privacy Act may be 
used. Few comments were received on the System of Records Notice.
    We are including a summary of the comments below:
    Comment: One commenter believes that the data collected to assign 
NPIs to physicians should be kept to an absolute minimum. Data that are 
not required for enumeration or legitimate administrative purposes 
should not be collected. Data released beyond HHS must be released in 
accordance with the provisions of the Privacy Act, insofar as that Act 
applies to the data in question, and the Freedom of Information Act, as 
appropriate. Data in addition to those which are published in the 
Unique Physician Identification Number (UPIN) Directory should not be 
released. Most of the data collected to enumerate an individual should 
not be publicly available. Another commenter was concerned that removal 
of a health care provider's record from the NPS could result in the re-
issuance of that health care provider's NPI to another health care 
provider. The NPI must remain unequivocally unique and the NPS must 
never re-issue a previously assigned NPI. Removal of a health care 
provider's records at some point after the health care provider's death 
is reasonable, as long as there are guarantees that the health care 
provider's NPI will never be used by another health care provider or 
re-issued to another health care provider.
    Response: In section II. C. 2. of this preamble, ``Data Elements 
and Data Dissemination,'' we describe the information that we expect 
will be collected and stored in the NPS. The

[[Page 3450]]

requirements described in the comments we received on the NPS System of 
Records Notice will be met in the design and operation of the NPS and 
in the enumeration functions.
5. Summary of Effects on Various Entities
    Below is a summary of how the implementation of the NPI will affect 
health care providers, health plans, and health care clearinghouses.
a. Health Care Providers
    At this time, bulk enumeration of health care providers is not 
expected to occur. If, however, it is determined to be feasible, we 
will populate the NPS with data from Medicare provider files. If bulk 
enumeration were to occur, the affected health care providers would be 
notified of their NPIs and would not have to apply for them. Otherwise, 
in order to be assigned NPIs, covered health care providers must apply 
for NPIs. (Health care providers that are not covered entities are 
encouraged to apply for NPIs.) After applying for NPIs, health care 
providers will be assigned and notified of their NPIs by the NPS. 
Health care providers will submit a paper application or, if feasible, 
will have the option of applying for NPIs via the Internet. The NPI 
application/update form and information about health care provider 
enumeration will be available from the CMS Web site (http://www.cms.hhs.gov
).

    Covered health care providers that have been assigned NPIs must 
furnish updates (changes) in their required NPS data or that of their 
subparts to the NPS within 30 days of the changes; they may use the NPI 
application/update form for this purpose. We recommend that health care 
providers notify the health plans in which they are enrolled of any 
changes at the same time they notify the NPS of these changes. (This 
recommendation does not preclude health plans from requiring 
notification of updates within a shorter time frame.)
    We encourage health care providers who have been assigned NPIs but 
who are not covered entities also to notify the NPS of changes in their 
NPS data within 30 days of the changes.
    Covered health care providers must use their NPIs to identify 
themselves and their subparts, if appropriate, on all standard 
transactions when their health care provider identifiers are required. 
We encourage all health care providers and subparts that have been 
assigned NPIs to do the same.
    Covered health care providers must disclose their NPIs and those of 
their subparts to entities that need the NPIs to identify those health 
care providers in standard transactions. We encourage all health care 
providers and subparts that have been assigned NPIs to do the same.
    Covered health care providers must require their business 
associates, if they use them to conduct standard transactions on their 
behalf, to use their NPIs and the NPIs of other health care providers 
and subparts appropriately as required by those transactions.
    Covered health care providers that are organization health care 
providers with subparts as described earlier in this preamble must 
ensure that, when NPIs are assigned to subparts, either the covered 
health care provider or the subpart (1) uses the NPIs of the subparts 
on all standard transactions when their health care provider 
identifiers are required, (2) discloses their NPIs to entities that 
need the NPIs to identify those subpart(s) in standard transactions, 
(3) communicates changes in required data elements of the subparts to 
the NPS, and (4) requires business associates of the subparts, if they 
use them to conduct standard transactions on their behalf, to use their 
NPIs and the NPIs of other health care providers and subparts 
appropriately as required by the transactions that the business 
associates conduct on their behalf.
b. Health Plans
    Health plans must use the NPI of any health care provider or 
subpart that has been assigned an NPI to identify that health care 
provider or subpart on all standard transactions when the NPI is 
required. All plans except small health plans have 24 months from the 
effective date of this final rule to implement the NPI; small health 
plans have 36 months. Health plans that need NPS data in order to 
create standard transactions will be able to obtain NPS data from the 
NPS. (See section II. C. 2. of this preamble, ``Data Elements and Data 
Dissemination.'') Use of data from the NPS in order to comply with 
HIPAA requirements is a routine use as published in the NPS System of 
Records Notice.
    HIPAA does not prohibit a health plan from requiring its enrolled 
health care providers to obtain NPIs if those health care providers are 
eligible for NPIs as discussed earlier in this preamble.
c. Health care clearinghouses
    Health care clearinghouses must use the NPI of any health care 
provider or subpart that has been assigned an NPI to identify that 
health care provider or subpart on all standard transactions when the 
NPI is required. As with health plans, health care clearinghouses will 
be able to obtain NPS data from the NPS.

C. Data

1. NPS Data Structures

Proposed Provisions (Sec.  142.402)

    In section IV. B. of the preamble of the May 7, 1998, proposed 
rule, ``Practice Addresses and Group/Organization Options,'' (63 FR 
25336), we asked for public comment on some of the data structures that 
would be captured in the NPS for each health care provider.
Comments and Responses on NPS Data Structure Concepts
    Below are the questions as posed in the May 7, 1998, proposed rule 
followed by a summary of the comments and our responses:
a. Should the NPS Capture Practice Addresses of Health Care Providers?
    Comment:
    Responding yes: Some commenters stated that they need to capture 
the multiple practice addresses of a health care provider for their 
business functions. They believe it would be best to do this once in 
the health care provider's NPS record, rather than in many local 
systems.
    Responding no: A large majority of commenters stated that the NPS 
should not capture any practice addresses or should capture only one 
physical location address per NPI. Some of these commenters believed 
that each location where a health care provider practices needs to be 
identified, but they believed locations should receive separate 
identifier