In this article yo will learn how to add and manage referring providers. This feature allows you manage referring providers and related office locations in an organized way.
To add or update referring providers also known as referring physicians head on over to the Management/Organization/Referring providers section.
Adding a new referring provider
To add a new referring provider click on the blue + button on the upper right hand side of the page.
Here you can enter the referring provider details or simply enter the NPI number and click "Populate NPI Data" and the provider details including first name, last name and primary address will auto fill. If you need to identify additional information about the referring provider you can also access the NPI registry by clicking on the "NPI Lookup" button.
NPI validation occurs at the time of creating the referring provider and the system will flag you with an error message if the referring provider NPI cannot be validated.
PECOS enrollment verification occurs at the time of creating or updating the referring provider and will indicate if the provider is enrolled or not.
Tip: Notes entered in the notes field in the provider details section and the notes section of the location will appear for your team when this referring provider is selected on an order.
This is helpful to provide your teams with any information that they should take note of when processing an order for a referring provider.
Adding a sales rep
You can attach a sales rep to a referring provider. This can be done on a location level by selecting the user in the sales field. Please keep in mind that the user must have an account in NikoHealth to be added as a sales rep.
Tip: Let's assume that the referring provider has multiple locations that you expect to process orders from. You can add a unique sales rep per location which will allow you to report orders by referring provider location and sales rep relationship.
Adding and naming locations
To add a referring provider location click on the +Add Location Button.
Here you can add the location details and name the location by clicking the pencil icon next to the location.
Once you are all set click on the "Save" button and you can begin using this referring provider for order processing.