How to Manage Referring Providers in Client Profiles
Learn how to add, and edit referring providers connected to client profiles
Feature | Description | Good to Know |
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Locate Client Referring Provider Section
| Client referring providers has its own section in the client profile | The referring provider used to be added within the diagnosis section.
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Add Referring Provider to a Client Profile | Option 1:
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Add Referring Providers by the NPI lookup | Option 2: If the Referring Provider is not added to the Company account, instead of going back to the company account and adding there you can add by selecting the NPI Number option and enter the providers NPI number in the client profile. If the provider already exists, refer back to the referring provider list to add your provider.
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Add Referring Providers Manually | Option 3: Add the information manually by selecting the Add Manually option.
When adding the information manually, the provider’s first and last name are required to enter. It is optional, but recommended, to complete the address detail fields, facility name, and taxonomy code
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Editing Referring Providers | Navigate to the Referring Provider list under your Company Account and hover over the Active status for the provider of your choosing to reveal the Edit field. Once selected, edit any applicable fields and select save. Once saved, this information will then update the provider information under your client profile.
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Inactivate Referring Providers in Client Profile | Hover over the active status to reveal options to edit or delete the referring provider. Under the edit field you will have the option to inactivate a referring provider.
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Change the Default Provider | Select the default option next to your desired provider. |
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Add a Client Referring Providers to Client Authorization | If you have funders that require the referring provider to be listed on claims, you can attach them through the client authorization field. When adding a referring provider to a new authorization, you can select the referring provider from the drop-down menu.
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Update Referring Provider in Client Authorization | When updating an existing authorization, select Edit on the desired authorization to make changes. Once here, you can select the appropriate referring provider from the drop down menu. When saving, your changes will update both new and existing appointments.
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