How To Add a Referring Provider

Click the "Patients" tab then "Providers" >

**On this screen, you will be able to manage your existing referring providers and create a new one.**

To create a referring provider, click on "Create+" >

Enter the required information needed: "NPI" "First Name" & "Last Name" >

There is a NPI Lookup in the system. If the therapist is found in the database, the information will autofill into the fields. .

If the therapists information doesn't populate in the NPI Lookup, select "NPI Validation Override" and manually enter the information in the appropriate fields.

Purple-

• Fax Default: If turned on, this will auto select the doctors name when Faxing IE/PN/DN/DC.
• Email Doc Default: If turned on, this will auto select the doctors name when E-mailing IE/PN/DN/DC.
• Active: If turned Off, the provider will not show in list of available providers.
• Exclude Fax Blast: If checked, this provider will not be included Referring Provider Fax Blasts. This does NOT exclude them if they are manually entered into Custom Lists.

**To manage existing referring providers that were created, click on the "Edit Pencil" next to the provider**

Once a new referring provider has been created, when scheduling a new patient, under the " Referring Provider" drop down, you can select the provider created >

The referring provider that was created will also be appear in the "Referring Provider" drop down box in the patients "Evaluation" screen under the "Documentation" tab >

The referring provider that was created will also appear in the "Referring Provider" drop down box in the "Encounter" screen under the "Encounter (Pre-Claim)" tab >