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.

This lesson describes the workflow for having the taxonomy code for an internal provider, who is listed as the Referring Provider, populate Block 17a on the CMS 1500 claim.

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. See Lesson 2b for instructions to set up that scenario.

Indicating the Referring Provider for a visit.

If the patient has had the same or similar illness, give the first date of illness.

Insured's or Authorized Person's Signature