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Practice settings: configure a referring provider

You can configure a provider as a Referring Provider so that they are selectable when you create a referral.

To learn more about referrals, see Referrals overview.

  1. Search for the provider
    Go to Practice > Practice Settings > Providers & Resources > Provider Management and select Paper and pen edit icon. under the Actions column of the provider you're configuring
  2. Select Account and scroll to Referring Provider
  3. Toggle Referring Provider to YES
  4. Optional: Set the provider as a valid Medicaid Referring Provider or Medicare Referring and Ordering Provider for claims

The system saves your changes automatically.