Add Referring Provider from the NPI Registry

Use the NPPES NPI Registry to save time and quickly auto-populate the required information for a referring provider into CollaborateMD. 

Follow the steps below to add a Referring Provider from the NPI Registry.

  1. Select Customer Setup > Referring Providers.

  2. Click the New Referring button > Add via NPI Registry.

  3. Enter the referring providers NPI number into the field. Or use the search field to search the NPPES NPI Registry for all NPI records of Healthcare Providers, then click Search.

    If you are searching with a partial name or are unsure of the spelling, it must be followed by an asterisk * (i.e. When searching for the “James Jones”” type in “Jame*” in the first name field and “Jon*” in the last name field so it pulls up all records that include “Jame” and “Jon” in the first/last name). Failure to add the wildcard (*) will result in the registry only searching for an exact match and may not pull up the record you are searching for.

  1. A window will open displaying the NPI numbers that match your search results; select the NPI of the Referring Provider you would like to add.

  2. Review the information copied over for accuracy and make any required changes .

  3. Click Save.