15. Contacts/Referring Physicians (Block 17)

Tools -> Contacts

Additional information in SOAPedia

Add a new Contact/Referring Physician

1. Click Add New Contact button to create a new contact.

Note: To edit an existing Contact, double click on contact name to open Edit Contact Information dialog. To delete a contact, click on the X next to contact name.

1. Contact Information: Complete the Contact's basic demographic information.

2. Provider Information: Enter the contact/referring physician's NPI, UPIN, State License, Specialty and Taxonomy code. To access the list of Taxonomy Codes, Click on the link http://www.wpc-edi.com/content/view/793/1

3. Insurance Information: If additional IDs are needed for referrals when filing with certain insurance companies, you can enter these IDs under Insurance Information. See below steps for adding additional IDs.

Note: Most insurance companies require only the NPI number of the Referring Provider. If the selected insurance company requires additional IDs, proceed to step 5. If not, the Contact setup is complete for this Referring Provider.

Referring Provider Additional IDs

3. Click the New Insurance Mapping button in the Insurance Information section to open the Select Insurance Company dialog.

4. Begin typing the insurance company name in the field or click on a name from the list, and click Select to open Edit Contact ID dialog.

Note: Most insurance companies require only the NPI number of the Referring Provider. If the selected insurance company requires additional IDs, proceed to step 5. If not, the Contact setup is complete for this Referring Provider.

Add additional IDs

5. Electronic Claims: Add the additional ID required by the selected insurance company. If UPIN or State License is required, you can click on the '+' to automatically add the ID from step 2.

6. Paper Claims: If a legacy ID is required in addition to referring provider NPI for paper claims,  use the drop down to select the legacy ID Qualifier followed by the number and then Click Save.