Store Referring and Ordering Provider information in daisyBill to ensure billing accuracy and compliance. This information populates HCFA / CMS 1500 Box 17.
How to Add a Referring and Ordering Provider
Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider
This navigates directly to the selected Billing Provider.
Step 2. Click the ‘Referring And Ordering Providers’ tab
Step 3. Click ‘+ Add Provider’
Step 4. Complete the Referring and Ordering Provider information
To automatically populate the fields, enter the provider’s NPI number and click ‘Search’.
To enter the information manually, complete all required fields. All fields are required unless designated as optional.
To look up an NPI, Taxonomy Code, or State License Number, please visit the NPPES NPI Registry or use the NPI search at the top of the page.
Step 5. Select ‘Provider Type’
You can select both ‘Referring’ and ‘Ordering’ if applicable.
Step 6. Click ‘Add Provider’
Step 7. Click a Referring and Ordering Provider name to view or edit it
New Referring and Ordering Providers are automatically set as Active. To deactivate a Referring and Ordering Provider, click ‘Deactivate’.
Step 8. (Situational) To edit a Referring and Ordering Provider, click the pencil icon
Step 9. (Situational) Click ‘Save Changes’ to save edits
That was easy!