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Kareo Help Center

Add, Edit, or Delete Referring Provider

Updated: 10/22/2021
Views: 3143

Create a database of referring providers that can be easily added to clinical notes and patient demographics. Provider information can be added manually or auto-populated using their individual NPI Number.

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

Note: A Referring Provider profile cannot be deleted if the provider is assigned to a patient's Demographics or Insurance Case.

Access Referring Providers

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Misc. Additional setting options expands.
  3. Click Referring Providers. The Referring Providers page opens.
Platform_ReferringProvider_Access.png

Add Referring Provider

  1. Click +Add Referring Provider. The Add Referring Provider pop-up window opens.
  2. Enter the provider information:
    • To auto-populate the referring provider's details, enter the provider's Individual NPI and click Look Up. The provider's First Name, Last Name, Taxonomy Code, Phone Number and Address will auto-populate when available. Enter additional provider information, as necessary.
    • Manually enter information in the required fields:
      • First Name
      • Last Name
      • Phone number (Work, Mobile, or Home)
      • Enter information in the remaining fields, as necessary.
  3. Click Save when finished. The provider displays in the Referring Providers list. 
Platform_ReferringProvider_Add.png

Edit Referring Provider

  1. Click on the provider name. The Edit Referring Provider window opens.
  2. Make changes to the information, as necessary.
  3. Click Save when finished.
Platform_Referring_Provider_Edit.png

Delete Referring Provider

  1. Click on the provider name. The Edit Referring Provider window opens.
  2. Click Delete. The provider is removed from the Referring Providers list.
Platform_ReferringProvider_Delete.png