Scenario C: Referring Provider Legacy ID (when an External Provider is listed as the Referring Provider)
This lesson describes the workflow for adding a legacy ID for a Referring Provider in Block 17a onto the CMS 1500 claim.
External providers will need to be set up as a Contact in the Contacts dialog. To access the Contacts dialog, go to the Tools menu and select Contacts.
If an Internal Provider must be listed as the Referring Provider on a claim AND must have a legacy ID indicated (that is other than their Taxonomy code), the Internal Provider will need to be set up as a Contact, as well. Follow the instructions below to indicate the Legacy ID for a Contact.
Locating the Contact in the Contacts list.
Add the Insurance Company for which the Legacy ID must be indicated.
Select the Insurance Company.
Enter the Legacy ID Qualifier.
Select the appropriate type of ID from the drop down. (The associated 2 digit code is listed to the right of each option.)
NOTE: The Legacy Qualifier and ID entered in these fields will only show up any time the specified Contact is selected as the Referring Provider on a claim to the Insurance Company selected in the previous step.