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Add Referring Provider

Need to add a Referring Provider? It’s easy. Select Referring Provider in the Optional section.

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’

Step 4. Enter the provider’s information, then click ‘Add Referring Provider’

You only need to do this once.  The Referring Provider is now saved to be used on future Bills.

And that’s it – short and sweet.

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