The Referring section contains information regarding the provider that referred the patient to a specialist or for a specific procedure. You should set a referring provider on a patient's record or claim in the event the payer requires information about the referring provider to be submitted for proper reimbursement.
Important things to be aware of:
Referring providers can be manually selected on a claim or automatically defaulted on a patient's record for all of their future claims.
This information will be printed in Box 17 (of the CMS-1500 form) or Box 78 (of the UB-04 form).
Who can use this feature?
Users with the Referring permission.