This article explains how to create a referring provider record so that their name and billing number are stored and available for selection on invoices.

How to Add a New Referring Provider to an Invoice

1. Click within the Referring Provider section of a new invoice.
2. Select + Create Referring Provider to open the creation form.
3. Enter the provider's information. 
4. Save the entry. The provider is now added to the list with both their name and billing number displayed together.

5. You can now select them from the Referral Provider area of the invoice.

   

How to Add A Referring Provider to a Master Record

1. Navigate to the patient's master record.
2. Select Edit Record in the top left.
3. Scroll down to the Health Care Team section.
4. Select Add Provider, then choose Referral Doctor at the top.
5. Search for an existing contact in your address book, or select Add to create a new referring provider
6. Once the provider's name has been entered, select Add Provider to confirm.
7. Select Update Record to save your changes.
8. Going forward, all invoices will automatically populate with this referring provider's details!
   
   

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