From the Accounts receivable (main) menu
1. First you must be in the System Management Directory. To get to this screen you must select File and System Management from the Accounts Receivable (main) directory.
2. From this screen you must select Provider, Payer, Employer, Refer, UPIN, Subscriber, etc. This will take you to the Lookup name maintenance screen. From this screen you must select Maintain the other Provider Names and IDs. 3. This will bring you to the Lookup other provider name maintenance menu. Click on Maintain the Referring Names and ID numbers.
3. This will take you to the Lookup Referring Persons Screen. To add a new one you must click the Add New button
4. This will take you to the Referring Person Entry screen. Here you must type a lookup code and the first and last name of the Referrer's information. After you have entered all the data press the Save this Information button.
From the Patient Account Information
1. First you must be at the Patient Account Information screen.
2. Once you are in the Patient Account Information screen for the desired patient, click on the Insurance button at the lower right hand corner of the screen.
3. This will bring you to the Lookup Insurance Coverage for this Patient screen. Click on the Claim Questions (including EDI special information) button.
4. Now the CMS 1500 Claim Information screen should pop up. Enter some value in the Referring Name text box.
5. This will take you to the Lookup Referring Persons screen. To add a new one you must click the Add New button.
6. This will take you to the Referring Person Entry screen. Here you must type a lookup code and name of the referring person information. After you have entered all the data press the Save this Information button will appear. Click on Save this Information to finish.
7. Once you are back to the lookup menu, the new entry should be selected. Now click on Select button to select your new entry.
