The following instructions are for ClinicAid - Ontario - Referring Provider.
Instructions
Setup
- Access Admin > Vendors/Partners > External Providers.
- Click the + icon. Note: Search for a provider to ensure it has not been previously added.
- In the Provider Type field, select from the dropdown menu.
- In the Title field, select 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.
- In the Insurance Companies section, click 'Add.'
- In the Provider Insurance ID modal, in the Insurance Company field, select MSP in the dropdown menu.
- In the ID field, type in the practitioner ID. Note: The Qualifier field is not used.
- Click 'Save.'
- Click 'Save.'
- Log out and log in to see the changes associated to the setting.
Claim
- Access Accounting > Invoices > search for and open a pending insurance invoice > Additional Claim Info.
- In the Referring Provider field, select from the dropdown menu.
- Click 'Save.'