Managing Referring Providers in your Company Account

Locate the Company Account Referring Provider List

•  Users will need permissions to View and Edit Company Account

Adding Referring Providers

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

• 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

Option 2:

Select the “Add Manually” option

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

• The same referring provider with same NPI # and same Taxonomy code cannot be duplicated

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

• 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

  • NPI registry database is : NPPES NPI Registry

  • If the search result in the NPI registry matches more than one record, a pop-up screen will show matching records for you to select from

Editing Referring Providers

From the Referring Provider list, 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.

Locate Inactive Referring Providers

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

How to Inactivate a Referring Provider

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

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

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

• 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

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

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

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

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

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