ONBOARDING WITH NIPR VALIDATION
When the producer clicks on the invitation in the mail they received, they will be redirected to the HCMS Onboarding screens. Initially, the disclaimer screen will be displayed. If any changes need to be made to their personal information, the producer can go straight to the NIPR portal by clicking the link on the screen. If no information needs to be updated, the producer can navigate to the next page by clicking on "Next".
When the producer clicks on "Next" button, they will be required to enter their NPN.
After entering the NPN, the Date of Birth will be required.
The next step after inputting the Date of Birth, the producer will be shown a screen to verify their basic details.
There will be an option for re-entering the NPN, if the details do not belong to the producer doing the onboarding. They can restart the onboarding process by clicking on the corresponding link. If any of the information is incorrect, the producer must log into NIPR by clicking the link provided.
After the verification of the basic details, an OTP verification screen will be displayed. A 6-digit OTP will be shared with the mobile number and email obtained from NIPR.
Once the OTP is verified, the producer will be taken to a tab where they have to select the Tax Identification Number (TIN) type; SSN or ITIN.
After entering TIN, the producer will verify their personal details and can edit their TIN and assign a profile picture.
If changes are needed in the data shown, the producer has to log in to the NIPR through the link on the red banner and make the updates.
Once their personal data has been verified they will then set a password.
By setting a password, the onboarding will be completed, and the producer is redirected to a completion page where it displays a success message. They would be able to log into all the application using their emails as user name and their previously defined password.