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Referring Provider

< 1 min read

Charges & billing · Provider information

Referring Provider #

Use Referring Providers to maintain a referring provider’s address and identifier record.

Keyboard shortcuts: In a form, press F2 to save and Esc to close. In a lookup field, press F3 for Lookup, Insert for Quick Add, or Ctrl+E for Quick Edit.

Open Referring Providers #

  1. Select the Billing tab.
  2. In Important Contacts, select Referring Providers.
  3. Phoenix opens a tab labeled Addresses.

Review the record #

  • Full Title, name, contact information, and Inactive status
  • NPI and Taxonomy
  • Qualifier-and-ID pairs
  • Insurance-specific ID Exceptions
Phoenix Referring Provider Addresses screen showing name, contact information, default identifiers, inactive status, and ID exceptions

Find and verify a record #

  1. Use search or the record navigation controls.
  2. Confirm Full Title and the provider’s name.
  3. Review NPI and Taxonomy in Default IDs.
  4. Review qualifier and ID values when your workflow uses them.
  5. Check Inactive before using the record.

Addresses is the expected tab name

A referring-provider record is maintained through Referring Providers even though the opened tab is labeled Addresses. If your practice uses payer-specific identifier exceptions, review the applicable exception before saving.

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Updated on September 25, 2026
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