Referring Provider - Add to a Claim

The following instructions provide three options for adding a referring provider to a claim.

Referring Providers that are listed within the dropdown menu options noted in the instructions are pulled from:

• An employee's file that indicates the "Employee is also a provider." See Example
• All providers as listed within External Providers. Access Admin > Vendors/Partners > External Providers. Ensure the Provider IDs screen is complete. See Example

Instructions

Option 1

• This option adds the provider of the encounter. Invoices created before this setting has been enabled are not updated. 
• Past invoices can be updated using Option 2 below.

1. Access Admin > Vendors/Partners > Insurance Companies > open an insurance company > Company Details.
2. In the Claim Information section, check the box for "Use rendering provider as the referring provider."
3. Click 'Save.' 
4. Log out and log in to see the changes associated to the setting.

Option 2

1. Open an invoice.
2. Ensure the invoice is in Pending.
3. Access the Additional Claim tab.
4. In the field (17) Referring Provider, select from the dropdown menu.
5. Click 'Save.'

Option 3

1. Open an encounter.
2. Access the RFV screen, (Reason for Visit).
3. In the Referring Provider field, select from the dropdown menu. See Example
4. Click the Prev or Next button to ensure the information from step #3 is saved.
   • If a provider is within the Referring Provider field, it is automatically input into Box 17 of the claim.