{"id":376,"date":"2019-05-22T19:58:45","date_gmt":"2019-05-22T19:58:45","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=376"},"modified":"2019-05-28T22:19:46","modified_gmt":"2019-05-28T22:19:46","slug":"referring-provider-setup-in-medisoft","status":"publish","type":"post","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/referring-provider-setup-in-medisoft\/","title":{"rendered":"How to add a referring provider in Medisoft"},"content":{"rendered":"\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"How to setup users and permissions in Medisoft\" src=\"https:\/\/player.vimeo.com\/video\/337649124?dnt=1&amp;app_id=122963\" width=\"500\" height=\"269\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">01.&nbsp;&nbsp;To add a new Facility, or edit an existing record, go to LISTS then FACILITIES.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image001-6.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">02.&nbsp;&nbsp;If you want to edit an existing record, highlight it then click EDIT.&nbsp;&nbsp;Otherwise click NEW to create a new entry.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image002-6.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">03.&nbsp;&nbsp;Starting from the top, first create a CODE.&nbsp;&nbsp;This will be a short five-character identifier for the facility.&nbsp;&nbsp;For example, if the facility\u2019s name is \u201cGeneric Medical Facility\u201d you could enter GMF, or GM, or GENER for the code.&nbsp;&nbsp;You can also leave the field blank, in which case the program will create a code for you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">04.&nbsp;&nbsp;Next enter the facility NAME, STREET address, CITY, STATE, and ZIP CODE.&nbsp;&nbsp;Also note for 5010 you must enter the full 9-digit zip code.&nbsp;&nbsp;If this is not entered and the facility is listed on a claim it will reject.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">05.&nbsp;&nbsp;Next enter any contact information you would like in the PHONE, EXTENSION, FAX, CELL PHONE, OFFICE, CONTACT, and or EMAIL fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">06.&nbsp;&nbsp;Do not enter anything in the EXTRA 1 or EXTRA 2 fields unless advised to.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">07.&nbsp;&nbsp;The PURCHASED SERVICES check-box is for electronic claims (<em>via RelayHealth only<\/em>).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Place a check-mark in this box if the practice purchases services from this facility.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">08.&nbsp;&nbsp;Now click on the FACILITY IDs tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image003-6.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">09.&nbsp;&nbsp;Like the Practice IDs grid mentioned earlier (<em>pages 4-5<\/em>), and the Provider IDs grid (<em>pages 15-16<\/em>), and the Referring Provider IDs grid (<em>pages 17-18<\/em>), this grid allows you to setup rules for&nbsp;how the program populates ID fields like 17a and 17b.&nbsp;&nbsp;In each facility\u2019s record you will need at least one line.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">10.&nbsp;&nbsp;You can add a line by clicking NEW.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image004-6.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">11.&nbsp;&nbsp;In this screen place a check mark in the SEND FACILITY ON CLAIM box, and select \u201c77 \u2013 Service Location\u201d.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">12.&nbsp;&nbsp;Next enter the NATIONAL PROVIDER ID for the facility.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">13.&nbsp;&nbsp;Click OK then SAVE when finished.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">14.&nbsp;&nbsp;If a particular insurance carrier wants different IDs than what was setup in the first entry, you can add another entry making sure to select that INSURANCE CARRIER.&nbsp;&nbsp;Any specific entries where an Insurance Carrier, or Insurance Class are selected will over-ride the \u201call, all, all\u201d entry.&nbsp;&nbsp;An example of this can be seen on the previous page.&nbsp;&nbsp;In that example, the second line will take precedence over the first line when the insurance claim being printed or sent electronically is MCR.&nbsp;&nbsp;Note, you may have to come back to this section if the insurance carriers have not yet been added to Medisoft.&nbsp;&nbsp;Also note the LEGACY IDENTIFIER 1 field populates box 32b.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">15.&nbsp;&nbsp;Click OK then SAVE when finished.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>01.&nbsp;&nbsp;To add a new Facility, or edit an existing record, go to LISTS then FACILITIES. 02.&nbsp;&nbsp;If you want to edit an existing record, highlight it then click EDIT.&nbsp;&nbsp;Otherwise click NEW to create a new entry. 03.&nbsp;&nbsp;Starting from the top, first create a CODE.&nbsp;&nbsp;This will be a short five-character identifier for the facility.&nbsp;&nbsp;For example, if the &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/referring-provider-setup-in-medisoft\/\"> <span class=\"screen-reader-text\">How to add a referring provider in Medisoft<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":377,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[9],"tags":[],"class_list":["post-376","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-medisoft-training"],"_links":{"self":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/376","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/comments?post=376"}],"version-history":[{"count":0,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/376\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media\/377"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media?parent=376"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/categories?post=376"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/tags?post=376"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}