Click Create new Contact button to open Edit Contact Information dialog.

1. Complete the New Contact information.

2. Complete the Provider Information section for Insurance filing purposes. When the active Contact is listed as the Referring Provider in the general Demographics section of a patient chart, this information will be included in the claim.

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

4. Click the Drop Down button to display a list of available Insurance companies.

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

To access the list of Taxonomy Codes, Click on the link http://www.wpc-edi.com/content/view/793/1

5. Click the Drop-down button to display the list of different types of legacy numbers, including Taxonomy Codes followed by the legacy number ID Qualifier.

6. Type the Legacy number and then Click Save.