This article explains how you can create a new referring provider.


How To Manage Referring Providers?

  • Navigate to the Settings tab (left). Locate "Referring Provider" under Staff Setup.
  • This section shows the list of all referring providers that were created, as well as their information. Please feel free to review, edit, and remove the information, as you'd like.
  • Click the blue box under the preferred provider to view the list of patients assigned under them. 

    Other Actions

    For further actions, navigate the Action column (right): 

    1. Edit Icon: Click this option to edit the referring provider information.
    2. Delete Icon: Click this option to remove the referring provider from the list.




How to Create a New Referring Provider?

  1. Click the "Add Referring Provider" button on the top right corner of the screen. A pop-up will appear. 
  2. Enter the below information:
    1. Provider First Name: Enter the provider's first name.
    2. Provider Last Name: Enter the provider's last name.  
    3. Title: Select the suitable title from the drop-down menu. 
    4. Organization Name: Enter your facility name. 
    5. Office Contact Name: Enter your office contact name. 
    6. Office Phone Number: Enter your office phone number. 
    7. Office Address: Enter your office address. 
    8. NPI: Enter your appropriate NPI. 
    9. ID Qualifier: Enter the proper ID Qualifier from the drop-down menu. 
    10. ID: Enter the ID. 
    11. Fax Number: Enter your fax number. 
    12. Save: Click the Save button to create the referring provider.