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Last Modified: 9/2/2022 Location: FL, PR, USVI Business: Part A, Part B

How many IDM accounts vs. SPOT accounts FAQ

Q: How do I determine how many IDM accounts my organization needs? Do I need multiple IDM accounts or SPOT accounts if we have more than one provider in the practice?
A: Any member of your organization who requires access to SPOT must have his or her own Identity Management (IDM) account. The number of practitioners belonging to your organization does not determine the number of IDM accounts your organization needs; however, whether the members of your organization bill Medicare as a group or as individuals does determine how many NPI/PTAN combinations your organization needs.

Account types

1. IDM account -- created and managed in IDM
Approvers – create and manage organization details
End users – manage personal account details
2. SPOT account
Approvers – automatically created when you set up your organization in IDM
Note: Third-party agents may have multiple organizations created within IDM
If an NPI/PTAN combination needs to be added to your account, please complete the SPOT update form pdf file
End users – will have access to all NPI/PTAN combinations within their approver’s organization
Note: If you need access to an NPI/PTAN that is not listed in your account, please contact your approver

One IDM account per individual requiring access

The number of IDM accounts you will need is directly determined by the number of individuals in your organization who require access to the Medicare information provided through SPOT. IDM accounts may not be shared. Each approver and end users under that organization will need their own individual accounts within IDM.

SPOT account

Organization – billing as a group
If your organization bills Medicare as a group, professional association, or corporation -- even if the organization has only one practitioner -- only information about the billing entity will be available through the SPOT.
Note: If your organization has more than one practitioner and they bill Medicare as part of the same group/billing entity, then claims and payment information will not be available for each individual practitioner, however, your approver may list these NPI/PTAN combinations on the initial enrollment form to retrieve comparative billing reports, which are based on the rendering physician’s information.
Your organization may have multiple IDM accounts (one for each staff member requiring access), but all SPOT accounts will have access to the same NPI/PTANs) as listed on the enrollment form submission by the organization.
Practitioner – billing separately
If each practitioner bills Medicare under his or her own NPI, PTAN, and SSN -- not as part of a group – then a unique enrollment form would need to be submitted for each practitioner. This will require the approver to create a separate organization/entity within IDM for each practitioner.
First Coast Service Options (First Coast) strives to ensure that the information available on our provider website is accurate, detailed, and current. Therefore, this is a dynamic site and its content changes daily. It is best to access the site to ensure you have the most current information rather than printing articles or forms that may become obsolete without notice.