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Add Referring or Ordering Provider

Last update
March 20, 2026

To add a Referring Provider or an Ordering Provider to a Bill, select the Provider Type in the Optional section.

Step 1. On the ‘Add Bill’ page, select the applicable ‘Provider Type’ from the dropdown

Step 2. Enter the Provider’s name in the ‘Provider Name’ field

If the name doesn’t appear in the Provider Name list, skip to Step 4.

Step 3. If the ‘Provider Name’ list includes the Provider, select the name

Step 4. If the ‘Provider Name’ list does not include the Provider’s name, select ‘Add Provider’

Step 5. Enter the Provider’s information, then click ‘Add Provider’

You only need to do this once – the Provider saves automatically for use on future Bills.

That’s all it takes – nice work!

And that’s it – short and sweet.

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