A referring provider is required and is not included
Reason for this Greensheet:
A third party payer has been set up in the system to require a referring provider, but a referring provider was not set up on the patient’s insurance coverage/policy page.
What to look for and where to look for it:
To see the setting on the third party payer: System Dashboard or Location level > Insurance > Insurance Settings > Insurance / Third Party Payers > Search for the particular third party payer > Uses referring provider will be checked off.
To verify a patient's coverage/policy information set up: Patient snapshot > Cases > Click on desired case > Insurance / Coverage > Edit > Scroll to the bottom, Box 17 - referring provider.
How to correct:
Patient snapshot > Cases > Click on desired case > Insurance / Coverage > Edit > Scroll to the bottom, Box 17 - referring provider > Use the dropdown menu to select the office’s billing provider.
Revalidate greensheet