Children CFTSS HCBS - Referring Provider Setup

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If a payer requires that the referring provider for services be sent on the claim, complete the following:

1. Go to Setup 🡪 Program/Billing Defaults.
   • Select the Program in the drop-down.
   • Select the Billing Info 2 tab.
   • Select Include Issuing Provider on Auth as Referring Provider on Visit.
   • Save and Repeat for each desired Program.
     
     
      
2. Go to Administration 🡪 Users.
   • Enter Last Name, First Name, Initials.
   • Select Referring Provider.

     • NOTE: If profile is an external Referring Provider ONLY, DON’T select Staff Provider or User (Adding this external Referring Provider doesn’t affect your user count).

   • Select the Contact/Provider Info Tab.
   • Enter NPI information.
   • Save and Repeat for each desired user.
     
     
      
3. Go to Patient Details 🡪 Select Patient 🡪 Authorization Tab.
   • Enter Authorization information in required fields for type of Authorization you are utilizing.
     • i.e. Insurance, Authorization Number, Start and End Date, Next Review Date, Decrement By, Units/Uses, Units/Uses Left (Refer to Authorizations Guide for details).
   • Enter the Referring Provider in the Issuing Provider field.
   • Select Update Authorizations List to apply the authorization to the patient.
   • Save and Repeat for each patient using a Referring Provider.
     
     

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