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Kareo Help Center

Add Referring Provider Profile

Create a database of referring providers that can be easily added to insurance cases and patient demographics. When creating the profile, enter the provider's individual NPI Number to auto-populate Basic Information, or enter the provider information manually.

Once a referring provider profile has been created, the provider can be added in a patient's Demographics or Insurance Case.

Navigate to Referring Providers

  1. Hover over the User Icon in the upper right of the window and click Practice Settings. The Practice Settings menu opens.
  2. Click Misc on the left menu. The Misc drop-down menu opens.
  3. Click Referring Providers. The list of Referring Providers displays.
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Add a Referring Provider

  1. Click +Add Referring Provider in the upper right of the window. The Add Referring Provider window opens.
  2. To auto-populate the provider information:
  • Enter the provider's individual NPI number and click Look Up. The provider's name, specialty, taxonomy code, work phone number, and address auto-populate (if available).
  • Enter additional provider information, as needed.
  1. To manually enter provider information:
  • Enter information in the required fields for First Name, Last Name, and one phone number (Work, Mobile, or Home).
  • Enter information in the remaining fields, as necessary (optional).
  1. Click Save at the bottom of the window. The provider displays in the Referring Providers list. Note: the taxonomy code will auto-populate from the Kareo platform to the desktop application.  

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