Referring Providers

Entering a Referring Provider onto a client's chart will populate Box 17 on a CMS-1500.

Important: If you are integrated with WebPT, the Referring Physician listed on the case with the most recent finalized Daily Note will be listed at the Referring Provider on the client's chart. If a client has multiple cases, ensure this information is correct 

Add a Referring Provider

1. Navigate to Clients > Client List.
2. Locate the desired client and edit their chart using the icon.
3. In the Referring Physician/Provider box, enter the provider's information. 
4. Select one of the Save options.

Manage Referring Providers

Navigate to Providers > Referring Providers. At the top of the screen, you are given the option to upload a CSV file to import multiple providers or even add an individual provider. Below, each line will display the provider's name and NPI along with and  icons.

Edit

When you select the icon, a new window will appear. You will be able to add contact information for the provider including an address and phone number.

The system is connected to the NPPES NPI Registry and will perform a check to verify that the NPI is valid. This does not check that the name matches the NPI, only that the NPI itself is valid.

If a payer requires additional information about a Referring Provider, that can be entered into the Box 17a field. This is most common with Medicaid Montana.

Once you have completed the needed fields, select one of the Save options.

Delete

To delete a provider from the system:

1. Select the corresponding  icon.
2. On the warning dialog box, click Yes, delete provider.