Depending on the Insurance Company to whom a claim is being sent, there may or may not be a requirement to include additional referring provider IDs.

• Determine the company to whom a claim is being filed, by clicking on the claim in the Patient Account.
• If the specified insurance company states that additional numbers are required on the claim for the Referring Provider, do the following;

1. Click on the Tools menu, and select Contacts.
2. Toward the bottom of the Contacts window, there is a section titled Insurance Information.
3. Under Insurance Information, click the Add button to add a unique instance for the Referring Provider and the Insurance Company.
4. Select the Insurance Company that is needing the additional IDs, and click Select.
5. (See image above) Enter any of the additional IDs required for the Insurance Company.

• State License Number: 'OB'   (If the State License Number has already been entered in the Contacts window, click the + to the right of it, for the number to default.)
• Provider UPIN Number: '1G'  (If the UPIN Number has already been entered in the Contacts window, click the + to the right of it, for the number to default.)
• Provider Commercial Number: 'G2'

6.     Click Save.

Depending on the Insurance Company to whom a claim is being sent, there may or may not be a requirement to include additional referring provider IDs.

• Determine the company to whom a claim is being filed, by clicking on the claim in the Patient Account.
• If the specified insurance company states that additional numbers are required on the claim for the Referring Provider, do the following;

1. Click on the Tools menu, and select Contacts.
2. Toward the bottom of the Contacts window, there is a section titled Insurance Information.
3. Under Insurance Information, click the Add button to add a unique instance for the Referring Provider and the Insurance Company.
4. Select the Insurance Company that is needing the additional IDs, and click Select.
5. (See image above) Enter any of the additional IDs required for the Insurance Company.

• State License Number: 'OB'   (If the State License Number has already been entered in the Contacts window, click the + to the right of it, for the number to default.)
• Provider UPIN Number: '1G'  (If the UPIN Number has already been entered in the Contacts window, click the + to the right of it, for the number to default.)
• Provider Commercial Number: 'G2'

6.     Click Save.

Rebuild the claim as needed to pull the updated information.