I need to enter the referring provider information in Box 17 in HCFA 1500. How do I do it?

Follow the instruction below to enter the referring physician information in the patient’s demographics. This will make it so it automatically pops up on all the claims for the patients.

1. Hover over the "Patients" Tab and choose "Patient list".

2. Enter the Patients name or Chart ID to go into the patient's demographics.


3. In the patient demographics screen, click on Demographics tab and scroll down to the Referring Doctor section. Update the referring information (Full Name, NPI etc) and click on "Save Demographics". Note: You will need to create a contact for the provider in the "Message Center"

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