Instructions
Setup
- Access Admin > Vendors/Partners > External Providers.
- Click the + icon. Note: Search for a provider to ensure it has not been previously added.
- Select Provider Type from the dropdown menu.
- Select Title from the dropdown menu. Note: This is an optional field, however, we recommend you complete this field.
- Type in First Name and Last Name.
- Access the Provider IDs tab.
- Click 'Add.' The Provider Insurance ID modal displays.
- Select MSP in the Insurance Company dropdown menu.
- Type in the Practitioner ID in the ID field. Note: The Qualifier field is not used.
- Click 'Save.'
- Click 'Save.'
Claim
- Access Accounting > Invoices > search for and open a pending insurance invoice > Additional Claim Info.
- Select the Referring Provider in the dropdown menu.
- Click 'Save.'