Skip to main content


Kareo Help Center

Add Referring Provider

Updated: 08/14/2020
Views: 1896

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.

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.

Add a Referring Provider

  1. Click +Add Referring Provider. The Add Referring Provider window opens.
  2. Enter the provider information:
    • To auto-populate, enter the provider 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 for First Name, Last Name, and one phone number (Work, Mobile, or Home). Enter information in the remaining fields, as necessary.
  3. Click Save at the bottom of the window. The provider displays in the Referring Providers list. 



  • Was this article helpful?