Adding a Referring Provider

This lesson describes the work flow for adding a Referring Provider in Block 17 onto the CMS 1500 claim.

Note: If an Internal Provider must be listed as the Referring Provider on a claim, the Internal Provider must be added to the Contacts Manager as well.

Adding a Referring Provider

Adding a Referring Provider

1. Go to Tools menu and click on Contacts.

2. Click on Add New Contact button.

  1. Type Contact/Referring Provider information.

The Insurance Information section can be left blank at this time. If certain payers require a secondary identifier in addition to NPI information, the payer can be selected and ID can be added here after payer is added to Insurance Companies manager.