Map Referring Provider to Client Profile and Claims

When you ask a client who referred them to your practice, map their answer to their client profile and to their claims.

Add Referring Providers

1. Click Lists → Clients → Profile Settings.
2. Select the Referring Providers tab.
3. Click Add New Provider.
4. Enter the Provider's First Name, Last Name, and NPI. Add Email, Fax and Other ID fields if desired.
5. Click Save.
6. Repeat the process for all Referring Providers you wish to map to claims.

   

Map from Questionnaire

1. Click My Forms.
2. Open your desired Questionnaire.
3. Click the gray plus sign icon or click the green Add New Question button.
4. For Question Type, select Mixed Controls.
5. Add Block Instructions, if desired.
6. Enter your question in the Item title field. Note: It may be best to specify that you are asking for a Provider's name.

   

7. Click the gear wheel icon on the top right of the item field.
8. In the Profile Mapping field, select Referring Provider Name from the dropdown menu.

• Now when the client answers this question and submits the form, their answer will map to the Referring Provider field of their Client Profile.
• If the client enters a Referring Provider's name exactly as it appears in Lists → Clients → Profile Settings → Referring Providers, their answer will map to Box 17 of their claims.