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 ActionsFor further actions, navigate the Action column (right):
- Edit Icon: Click this option to edit the referring provider information.
- Delete Icon: Click this option to remove the referring provider from the list.
How to Create a New Referring Provider?
- Click the "Add Referring Provider" button on the top right corner of the screen. A pop-up will appear.
- Enter the below information:
- Provider First Name: Enter the provider's first name.
- Provider Last Name: Enter the provider's last name.
- Title: Select the suitable title from the drop-down menu.
- Organization Name: Enter your facility name.
- Office Contact Name: Enter your office contact name.
- Office Phone Number: Enter your office phone number.
- Office Address: Enter your office address.
- NPI: Enter your appropriate NPI.
- ID Qualifier: Enter the proper ID Qualifier from the drop-down menu.
- ID: Enter the ID.
- Fax Number: Enter your fax number.
- Save: Click the Save button to create the referring provider.