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Once the new record is created, you can add any relevant demographic information under the Referrer Info tab. After entering the information, save the new record by going up to the Edit menu and choosing Save Record, or using the Command-S keyboard shortcut. After creating a Referrers record you will be able to add a referral to a patient.

This node is split into three tabs: Personal Info, Provider IDs, and Notes. Above the three tabs, you can set the name, Referrer Type, Default Specialty, and NPI. In the upper right, there are two checkboxes for Is Person, and Use On Claim, which will control how the referrer information will be used for the purposes of claims.

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 A drop down window will appear allowing you to choose a patient as a referrer from your patient list. You can use the search field to search for a patient. When you have found the patient you wish to add as a Referrer, click OK. The patient's information will be pulled into the Referrer Info tab.

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Choose a Referrer Type or Specialty

You can add a Referrer Type or Specialty to the Referral by entering the information in the Referrer Type or Referrer Specialty field. To create a new Referrer Type or a new Referrer Specialty, either enter it in the combo box, or see the sections below.

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