OpenPM Setup - Mapping a New Provider

1 min. readlast update: 06.22.2026

The OpenPM integration requires that claim providers in 4D be mapped to corresponding billing/claim providers in OpenPM.  If a claim is synced in OpenPM for a provider who is not mapped, the integration will create a new provider in OpenPM.

Mapping the Provider to Open PM

  1. Go to Practice > Billing > Settings > OpenPM Mappings > Staff
  2. Enter the Openpm id for any providers needed for claim creation

Finding the OpenPM id

  1. Log into OpenPM and go to Libraries > Insurances
  2. The OpenPM id is the identifier in the leftmost column:
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