Referring Provider




This section is used to add a provider’s (MD, DO, etc.) information when a referral is made to your office. 

Some insurance policies require a referral in which case this information may be needed on the HCFA form. 

If a referring provider is required to bill, then a “Billing Entity” must be created for that provider. Then linked to the referring provider here. 

If the referring provider’s information is NOT required to be printed on the HCFA, you will not link a Billing Entity to the referring provider but, you can still enter the referring provider’s information and it can be pulled into a cover letter for a SOAP Note report.


Under Admin

Referring Provider


Enter in all necessary information and Save


Training Video Reference

Please keep in mind, this is an old training video and may not provide a full explanation but, is provided for a visual walk through.



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