The following frequently asked questions regarding the Referral Agencies feature can be a useful reference when you have your own questions about the functionality. Click a question from the list here to navigate directly to the corresponding answer, or scroll through the full list of questions and answers below.
Yes, providers can be assigned to none, one, or multiple agencies. To do so, update the provider record using the Providers Directory, and open the Agencies sub-index. Click here for more information.
The agency should be entered multiple times using the Referral/Provider Agencies module, each with a unique address.
Address, NPIs, license numbers, and specialty selections can only be added to provider records through the Providers Directory or when adding a new provider contact while assigning a medical provider to a client.
If the Provider checkbox is checked on the contact record under Referral/Provider Agencies, it will also display within the Providers Directory, and more detail can be added within that module, which is specific to provider contacts.