Adding a Referring Provider Secondary/Legacy ID

This lesson describes the work flow for adding a legacy ID for a Referring Provider in Block 17a onto the CMS 1500 claim.

Note: If an Internal Provider must be listed as the Referring Provider on a claim AND must have an additional code/Legacy ID, other than an NPI indicated the Internal Provider must be added to the Contacts Manager as well. Follow the instructions below to indicate the Legacy ID for a Contact.

Locating the Contact in the Contacts list.

Locating the Contact in the Contacts list.
  1. After finding the referring provider listed for the claim in Step 1, go to Tools menu and click on Contacts.
  2. Locate the Contact in the list, and edit.

Add the Insurance Company for which the Legacy ID must be indicated.

Add the Insurance Company for which the Legacy ID must be indicated.
  1. Click the button with the green + to add an insurance company.

Select the Insurance Company.

Select the Insurance Company.

HIghlight the appropriate insurance company in the list, and click Select.

Enter the Legacy ID Qualifier.

Enter the Legacy ID Qualifier.

Select the appropriate type of ID, enter the number and click Save.

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.

Ensure Show Legacy IDs is checked.

Ensure Show Legacy IDs is checked.

Ensure that the Show Legacy IDs box is checked. If it is not checked, even if the legacy IDs are entered appropriately, they will not be placed on the claim.

The Legacy ID for the Contact populates Block 17a.

The Legacy ID for the Contact populates Block 17a.

The Legacy qualifier and ID number populate Block 17a.