Add Referring Provider Manually

Follow the steps below to manually add a Referring Provider.

1. Select Customer Setup > Referring Providers.

2. Click the New Referring button> Add Manually . 

3. Enter the referring provider Last Name, First Name, MI & Credentials.

4. Add the referring provider’s NPI number. Or click the to search the NPPES NPI Registry for all NPI records of Healthcare Providers.

5. Enter the Taxonomy Specialty that defines the referring providers area of specialization. 

6. Add the referring providers Contact Information (e.g., phone, fax, cell phone, email). 

7. Enter any applicable ID Numbers by referencing the Referring Provider Field Descriptions. 

8. Click Save.