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.
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.