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Build your own custom list of Referring Providers in your Company Account

Adding Referring Providers to Company Account (1).mp4

Feature

Description

Good to Know

1

Locate the Company Account Referring Provider List

There is now a new section for the Referring providers where you can create your own customer list.

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  •  Users will need permissions to View and Edit Company Account

 

2

Adding Referring Providers

Option 1: Referring providers can be added by selecting the NPI Number option.

Then

  • Enter the NPI number and our system will run a query lookup in the NPI registry data base to confirm the NPI is a valid number

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Option 2:

Select the “Add Manually” option

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THENAdd

Then add the provider’s first and last name (Required)

It is optional, but recommended, to complete the NPI number, address detail fields, facility name, and taxonomy code

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  • The same referring provider with same NPI

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  • # and same Taxonomy code cannot be duplicated

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  • Referring providers with the same first and last name with a different Taxonomy code can be added

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  • The lookup registry is an aid to help populate the referring provider full data but if it is not used, you can manually enter the data and save a new referring provider

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3

Editing Referring Providers

From the Referring Provider list, hover over the Active status for the provider of your choosing to reveal the Edit field

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Once selected, edit any applicable fields and select save.

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4

Locate Inactive Referring Providers

Selecting “Show Inactive” from the main provider list pulls a list of all inactive providers

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5

How to Inactivate a Referring Provider

Hover over the active status to reveal options to edit the referring provider

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Under the edit field you will have the option to inactivate a referring provider in the company account

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  • If assigned to a client, the system will automatically inactivate the Referring Provider at the client level

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  • Inactivating a referring provider will not impact the data in the existing authorizations.

  • In the Billing Export report there will be a validation “Inactive Referring Provider” that will display on appointments that were connected to authorizations with the applicable referring provider that was made inactive

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  • If a referring provider is inactive it will not be an option to select at the client authorization level

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6

How to Delete a Referring Provider

Hover over the active status to reveal options to delete the referring provider by clicking the trash can icon

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Or Select

OR select the check box to highlight the provider and the trashcan option to delete

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  • You can only delete a referring provider if the provider has not been connected to a client authorization

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  • We recommend when possible inactivating data since you can always reactivate

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Check out our Auditing Tips

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