The referring provider details are maintained in the Ref. Provider menu under Advanced Setup.

When Ref. Provider menu is invoked, a new window appears in the main screen that helps to manipulate referring provider information.

Click on the button, and enter the relevant information in the page that appears.

Note:  All fields marked with an asterisk(*) should compulsorily be filled.

Name and Address
  • Enter the Last Name and First name and Middle name of the Referring Physician in the relevant boxes.
  • A Provider Code is automatically created for the referring provider, if you want to change this, click in the box and enter the new code.
  • Choose the Gender Male/Female.
  • Enter the Address, City, State, Zip Code and Country details.
  • Enter the Work E-mail and Personal E-mail of the Referring Physician.
  • Enter the PhoneFax  and Cell numbers.
Identity Information
  • To enter Taxonomy, click on the search button against Taxonomy box and choose the correct Taxonomy from the the list popping up.
  • Also enter Tax ID, NPI, UPIN and License number against the respective field. NPI number can be verified using the NPI registry option.
  • If the referring provider is a Medicare Participating physician, choose the Yes option.
  • Enter any notes, if required, in this area.

Click the Save button to save the referring provider details and it will be added to the referring provider list.