UB-04 Referring and Ordering Providers

Ensure billing accuracy by storing Referring and Ordering Provider information in your Billing Provider Settings.

Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider

This will navigate directly to the Billing Provider Settings.

Step 2. Expand the ‘Incomplete Bill Settings’ section

Step 3. Click the ‘Referring And Ordering Providers’ card

Step 4. To view, edit, or deactivate an existing ‘Provider’, click the Provider’s name

When adding a new Provider they are automatically marked as Active. To deactivate a Provider and prevent it from being selected on new bills, click ‘Deactivate’

Step 5. To modify a Provider, click the ‘Edit’ button

When you are finished making changes, click ‘Save Changes’

Step 6. To add a new Referring/Ordering Provider, click the ‘Add Provider’ button

Step 7. Enter the provider’s information, then click the ‘Add Provider’ button

Pro tip: Searching by the NPI number will automatically populate the provider’s information.

That was easy!