New York free tool

New York doula provider setup checklist

A public, no-PHI setup checklist for getting billing identity, enrollment, source notes, and first-packet responsibilities organized before client details enter the private app.

Create account View Washington rules

No client identifiers collected.

Built from the active state ruleset.

Designed for first-packet readiness.

New York provider setup checklist

Use this as an operational preflight. Keep real enrollment files and client information in your private records or private DoulaPaid workspace.

Confirm legal name, business name, mailing address, and billing contact are current.Confirm NPI and taxonomy/billing identity details before claim packet generation.Keep certification, training, or credential documents available for payer review.Decide who can enter client details, document visits, export packets, and resolve denials.Confirm enrollment or billing pathway for New York Medicaid doula services before using a global package claim workflow.Keep payer-specific instructions with your internal setup checklist when a coordinated care organization differs from state fee-for-service guidance.Do not enter client names, Medicaid IDs, dates of birth, visit notes, or claim numbers into this public checklist.

First packet handoff

Provider setup is complete enough for a first packet only when billing identity, enrollment pathway, documentation requirements, and responsibility ownership are clear.

Enrollment

Provider and billing identity are ready for payer or portal review.

Documentation

State documentation requirements are attached to the visit workflow.

Review

A doula, collective admin, or biller knows the next action before export.

Run claim checker View state rules

Source trail

This page uses the same source trail as the state ruleset. Verify current payer requirements before using real client data.

New York State Medicaid Doula ServicesNew York State Department of Health · Current program page; rates pending verification · checked 2026-06-11