How to Set Up Referral Information

Setting up referral information ensures your clinic meets billing and documentation requirements for various payers, including those requiring a referring provider or source on claims.

This article covers how to set up both a Referring Source (e.g., an organization or agency) and a Referring Provider (e.g., a specific clinician or physician).

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Setting Up a Referring Source

1. Go to More > Settings > Referring Source

2. Click Add Source

3. Fill out the required fields:

   • Company Name (Required)

   • Company NPI (if applicable)

   • Person's Position (Required)

   • Contact Person (Required)

   • Contact Phone (optional)

   • Contact Email (Required)

   • Contact Fax (optional)

   • Address (Required)

4. Click Submit to save the referring source

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Setting Up a Referring Provider

1. Go to More > Settings > Referring Provider

2. Click Add Provider

3. Fill out the required fields:

   • First Name (Required)

   • Last Name (Required)

   • Company Name (Required)

   • Company NPI (if applicable)

   • Email (Required)

   • Mobile (optional)

   • Address (Required)

   • City (Required)

   • State (Required)

   • Zip (Required)

4. Click Submit to save the referring provider

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Tip: Accurate referral setup helps prevent claim rejections, particularly for payers that require specific referral data.

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