Referring Provider Master

Significance

1. The referring provider details are important in billing, and hence it is important to maintain an inventory of referring providers.

2. Ref. Provider Master Screen is where you can add new referring providers and edit existing referring provider info.

3. Select Advanced Setup from the main menu and click on Ref. Provider to access the Referring Provider Master screen.

4. The screen has an Excel output option (marked by an arrow in the image above) to export the data to an Excel file. All data in the master records will be present in the file.

5. Click on the button to create a new referring provider.

Note: All fields marked with an asterisk (*) are mandatory. The fields are explained in Table 1.

Name and Address

Enter the last name, first name, middle name, and title of the referring physician in the relevant boxes. The title will appear along with the name in the referring provider drop-down in Charge Master, Patient Demographics, Case, and Authorization screens. 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 Gender from the drop-down –Male/Female/Unknown. 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 Phone, Fax and Cell numbers.

Identity Information

To enter Taxonomy, click on the search button against the Taxonomy box and choose the correct Taxonomy from 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.

Notes

Enter any notes, if required, in this area.

Table 1

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