Rendering Providers are added to the system as Client Contacts, since they are typically healthcare providers outside of your practice, and thus do not require creating a Staff record to manage.
To find how to locate/add an existing provider, skip forward to the section titled Adding the Provider to Client Contacts.
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Creating the Provider Inside Address Book
First, the Referring Provider needs to be created in the Address Book.
The Address Book can be accessed either from the top of the home screen:
Or from the Client Record:
Once the Address Book window opens, click Add to create a new contact.
NOTE: Use the drop-downs before clicking the Add button to select which Office/Agency to put them in, and be sure to select the "Type" as "Guardian/Contact".
From here, a new window will open to input the contact information for the provider.
Once you have added all desired info, click OK and then Save your changes to the Address Book.
Adding the Provider to Client Contacts
Locate and open the client record that you wish to add the Referring Provider contact to.
Click Add on the Contacts tab to access the Address Book - select the provider and then click Save.
Use the Office/Contact Type drop-downs to locate them if necessary.
The Referring Provider should now appear in the Client's contacts list.
If needed, click the button next to their Last Name field to add/edit Special Identifiers for this Address Book contact.
A new window will open where the NPI for this Referring Provider can be added/updated, similar to setting staff as Rendering Providers, editing organization Tax ID's, etc. Click OK to save these changes.
NOTE: Be sure to check the Referring Provider checkbox - this is what triggers the provider's information to be added to the client's insurance claims.
Once the Referring Provider and their Special identifiers have been added, Save these changes to the client record.