Referring Provider Name

Indicating the Referring Provider for a visit.

Locate the claim.

Locate the claim.

Open the specific patient account, and click on the Claims Tab to locate the appropriate claim; OR double click on the correct claim from the Claims Manager.

  1. Click to highlight the appropriate claim in the Claims grid.
  2. Click on the More Info button.

Click on the Providers tab.

Click on the Providers tab.

When in the Claim Details dialog, click on the Providers tab, indicated above.

Enter Referring Provider.

Enter Referring Provider.

Select the appropriate Referring Provider from the drop down.

NOTE: All internal providers will be listed at the top of the list and have a gray shading in the background. If the name in the drop down has no gray background shading, the provider is being pulled from the Contacts list.

Defaulting Referring Provider and NOT having to select per claim

If the Referring Provider is selected in the Referring Provider field under the demographics tab at the beginning of the visit, before the charges are generated, the referring provider will automatically be pulled into the Providers tab, documented in the previous step.