Referring Providers

They are primarily used to capture and surface who referred the patient.

Why Referring Providers Matter

Referring provider data helps your team:

• track referral sources

• preserve information from inbound referrals (especially fax)

• view referral details at the patient or case level

While not heavily used for reporting today, it is important for maintaining accurate referral context.

How Referring Providers Are Created

Referring Providers are typically created automatically through:

• EMR integrations (backfilled from existing data)

• inbound fax processing (when referral details are extracted)

In most cases, your team does not need to manually create these records.

How They Are Used

Referring Providers appear in patient records. They are used as a lookup field, meaning:

• when a referral is identified, the system attempts to match it to an existing referring provider

• if matched, that provider is associated with the patient’s case

This is most commonly seen when:

• processing fax referrals

• reviewing referral information on a lead or patient record

Practical Notes

• Referring Providers are primarily informational

• They help connect referral data to patients and cases

If referral data is important to your organization, this field ensures that information is captured and accessible.