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Add Referring Provider

Need to add a Referring Provider?

It’s easy. Select Referring Provider in a bill’s Optional Information.

Step 1. From the bill, type the provider’s name into the ‘Referring Provider’ field

If the name doesn’t appear in the Referring Provider list, skip to Step 3.

Step 2. If the drop-down list includes the provider’s name, select the name

Step 3. If the drop-down list does not include the provider’s name, select ‘Add Provider’

You can also type ‘add’ in the Referring Provider field, then select Add Provider.

Step 4. In the pop-up, enter the provider’s information, and then click ‘Create Referring Provider’

And that’s it – short and sweet.

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