NPI Lookup in Signup — Prototype v2 (Aug 2026)

Step 1 of 2

Let’s get to know you 1No lookup fires here — v1 got this wrongName alone is far too ambiguous to act on: querying the live registry (13 Aug), “John Smith” and “Maria Garcia” each return 200+ individual NPIs; even “Emily Carter” returns 47. v1 showed a picker of similarly-named strangers at this point — the review killed it. The name is just stored as the first of three match signals.

A few quick details to get you started.

First name

Last name

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

Step 2 of 2

About your practice

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

Practice name

Profession

Team size

Live registry, 13 Aug	name	+state +taxonomy
John Smith (CA, counselor)	200+	4
Michael Johnson (TX, psych.)	200+	3
Maria Garcia (FL, MFT)	200+	1
Emily Carter (OH, counselor)	47	1

Is this you? 3One person or no one — never a directoryThis card appears only when exactly one active record survives all three filters. If two or more do (or zero), the user sees nothing at all and goes straight into the app. Rationale: a list of similarly-named strangers reads as surveillance, forces a scanning decision at the flow’s most fragile moment, and a mis-tap seeds the whole workspace with someone else’s data. A single yes/no card is the same pattern as Google’s “continue as” — cheap to confirm, cheap to reject.

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

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

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

demo 5Ambiguity is the COMMON case — and it’s fineThe filters that make matches trustworthy also make them rarer: IP state ≠ practice state (home vs office, VPN), profession→taxonomy mapping misses (a “Sarah Mitchell” who’s an NP filters to zero as a social worker), name changes. All of those quietly take this other path: no interstitial, and NPI arrives later by typing — which is how Headway’s provider intake collects it too. Signup only ever surfaces the sure thing.

Review your details

Pulled from your public NPI profile. Check it over — you can change anything. 6The review-your-data stepNothing is written to the workspace silently — the provider confirms or edits every field, and each row shows where the data came from. This is also the moment the product demonstrates it understands them, before they’ve typed a thing.

✓ NPI 1730072059 · NPI registry, live record

Name Emily Carter, CT

Specialty Counselor taxonomy 101Y00000XSets your templates and starting services list

License C.2506504-TRNE State of Ohio

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

Phone (614) 538-0353

Billing status Individual provider NPI-1Group practices carry an organization record (NPI-2) 7The RCM tie-in — this work pays twiceNPI-1 vs NPI-2 is exactly the individual-vs-group billing discriminator RCM service onboarding needs, plus the taxonomy, addresses and license for insurance setup. Same lookup, same review pattern, reused there — capturing it at signup means RCM onboarding starts pre-answered.

Skip — I’ll set this up myself

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

About your practice

Review your details

Your services