Referral Set Maintenance

Use Referral Set Maintenance to maintain additional referral information.  Here you can set the NPI for the referring provider.

Tip:  For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Referral Set Maintenance, click More.

   

  1.  Click File Maintenance from the Menu Bar.

  2.  Click Standard Maintenance.

  3.  Then click Referral.

  4.  Click Additional from the Referral Maintenance Menu Bar.

  5.  Click Referral Set.
  
  Or, use the keyboard shortcut:  [ALT] [m] [t] [ARROW DOWN].

   

  Referral Set Maintenance Window Example:

  

   

• Creating a New Referral Set Record, click More.

   

  Referral Set Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.   To create a new record enter the new Referral code, Location code, Department code, Insurance set, and Sub set (if applicable), then click Retrieve , or press [ENTER]. Keyboard shortcut:  [ALT + t] Tip:  If you are building a new Referral set, New  displays near the Referral code.  Default entries display and the first field is highlighted to let you know you can begin entering information.
  Referral Code	Enter the defined Referral code for the Referral Set. (up to 4 characters)
  Location	Enter the Location code or press [TAB] to assign this information to all locations. (up to 2 characters)
  Department	Enter the Department code or press [TAB] to assign this information to all departments. (up to 2 characters)
  Insurance Set	Enter the defined Insurance set or press [TAB] to assign this information to all insurance sets. (up to 5 characters)
  Sub Set	Enter the defined Sub set or press [TAB] to assign this information to all sub sets. (up to 2 characters)
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing referral sets, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing referral set, enter the Referral code, Location code, Department code, Insurance set, and Sub set, then click Retrieve, or press [ENTER]. Keyboard shortcut:  [ALT + t]
  Federal ID	Enter the Federal Tax Identification for the Referral set, if applicable. (up to 15 characters) Note:  Leave this field blank, unless specified by the insurance carrier.
  Print Code	Enter the Print code for the referral set, if applicable. (up to 15 characters) Note:  Leave this field blank, unless specified by the insurance carrier.
  State License No.	Enter the State License number for the referral set, if applicable. (up to 10 characters) Note:  Leave this field blank, unless specified by the insurance carrier.
  Commercial No.	Enter a Commercial number for the referral set, if applicable. (up to 10 characters) Note:  Leave this field blank, unless specified by the insurance carrier.
  State Industrial No.	Enter a State industrial number for the referral set, if applicable. (up to 15 characters) Note:  Leave this field blank, unless specified by the insurance carrier.
  Network ID	Enter the Network ID for the referral set, if applicable. (up to 15 characters) Note:  Leave this field blank, unless specified by the insurance carrier.
  Star Number	Enter the Star number for the referral set, if applicable. (up to 6 characters) Note:  Leave this field blank, unless specified by the insurance carrier.
  Suffix Number	Enter the Suffix number for the referral set, if applicable. (up to 4 characters) Note:  Leave this field blank, unless specified by the insurance carrier.
  National ID	Enter the National Provider Identifier for the referral provider. (up to 15 characters) Required
  Taxonomy	Enter the Taxonomy or Specialty code for the referral provider, if applicable. (up to 16 characters) Note:  Leave this field blank, unless specified by the insurance carrier.
  UPIN Number	Enter the referral provider UPIN Number. (up to 6 characters) Note:  Leave this field blank, unless specified by the insurance carrier.
  Site Number	Enter the Site number for the referral provider, if applicable. (up to 15 characters) Note:  Leave this field blank, unless specified by the insurance carrier.

   

• Editing an Existing Referral Set, click More.

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Referral code, Location code, Department code, Insurance set, and Sub set (if applicable), then click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an Existing Referral Set, click More.

  1.  To display the record to be deleted, enter the Referral Code, Location Code, Department Code, Insurance Set, and Sub Set (if applicable), then click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.

  Example:

  

   

  Note:  After you click Proceed, you will see the following message on the Status Bar.