How to Add a Referring Provider
This feature allows you to add referring providers under the Admin tab so that you can easily add them to the Claim in box 17 and to the marketing details under the Patient Tab.
The referring provider and patient will also appear in the Patient Demographic Report.
1. Admin > Lists > Referring Provider
2. Select Add Selection
3. Enter Provider Name and NPI > Add
NPI is not required
4. Now on the Claim, use the drop down list or start typing to select the Referring Provider
When the provider name is selected, the NPI number will populate if added to the Admin list
5. This list of Referring Providers is also visible in Patient Details > Marketing to better track which providers are referring patients to you
