Setup Contact/Referring Providers
Q: How do I setup contacts and referring physicians (block 17)?
*Note: PM Setup
The Practice Management setup process must be completed in a specific order. Please follow the setup lessons for step-by-step instructions.
1. Open the Contacts Manager
3. Complete Contact Information
4. Complete Provider Information
Complete the contact/referring provider's NPI, UPIN, State License, Specialty and Taxonomy code. To view the listing of taxonomy codes, please click the following link: http://www.wpc-edi.com/content/view/793/1.
5. Enter Referring Provider Additional IDs
6. Enter Additional IDs
Most insurance companies require only the NPI number for a referring provider. However, if the selected insurance company requires additional IDs for Electronic or Paper claims, they should be entered here. After entering the additional IDs, click Save. If the insurance company does not require additional IDs, simply click Save.