Referring Information

The Referring section contains information regarding the provider that referred the patient to a specialist or for a specific procedure. You should set a Referring Provider on a patients record or claim in the event the payer requires information about the Referring Provider to be submitted for proper reimbursement. Referring providers are defaulted via the Patient section of the application under Claim Defaults > Referring/PCP. Referring providers can also be selected on a claim by claim basis, but you must remember to default the referring provider on the patients record if future claims need to be submitted with this information. 

The following help pages are supported by the current version of CollaborateMD. Please follow the curriculum outline to receive the proper training associated with this section.

Use the Notes tab to include any special information regarding the Referring Provider. Notes can be viewed by all users associated to your account. 

Add Note

Follow the instructions below to add a note to a Referring Provider.
  1. Go to the Referring section. 
  2. Click on Show All.
  3. Select the Referring Provider (if multiple providers exist)
  4. Click the Notes tab.
  5. Enter your note.
  6. Click Save.

Remove Note

Follow the instructions below to remove a note from a Referring Provider. 
  1. Go to the Referring section. 
  2. Click on Show All.
  3. Select the Referring Provider (if multiple providers exist)
  4. Click the Notes tab.
  5. Remove your note.
  6. Click Save.