====== Referring Provider Auto-Add ====== Automatically add a referring provider to claims when one is not already present. Optionally filter by CPT codes. **Applies to:** Professional (837P), Institutional (837I), Dental (837D) ---- ===== When to Use This ===== * Medicare or Medicaid requires a referring provider on claims for certain services * Your source system doesn't include the referring provider and claims are being rejected * You need a default referring provider for specific CPT codes **Note:** This rule only adds a referring provider if one is **not already present** on the claim. It will never overwrite an existing referring provider. ---- ===== Fields ===== ^ Field ^ Required ^ Description ^ | Start Date | Yes | When this rule becomes active | | End Date | No | When this rule expires | | Payer Number | No | Only apply for a specific payer. Blank = all payers | | CPT Codes | No | Comma-separated CPT codes. Only add the referring provider if the claim contains one of these codes. Blank = all claims | | Referring NPI | Yes | The referring provider's NPI | | Referring Last Name | Yes | Last name (or organization name) | | Referring First Name | No | First name (leave blank for organizations) | | Entity Type | Yes | **Person** or **Organization** | | Notes | No | Your reference notes | ---- ===== Examples ===== === Example 1: Medicare Referral Requirement === Medicare requires a referring provider on physical therapy claims. ^ Field ^ Value ^ | Payer Number | 00882 | | CPT Codes | 97110,97112,97140,97530 | | Referring NPI | 1234567890 | | Referring Last Name | JOHNSON | | Referring First Name | MICHAEL | | Entity Type | Person | === Example 2: Default Referring for All Claims === A payer requires a referring provider on every claim. ^ Field ^ Value ^ | Payer Number | 60054 | | Referring NPI | 9876543210 | | Referring Last Name | PRIMARY CARE GROUP | | Entity Type | Organization | ---- ===== What Happens on the Claim ===== - Checks if Loop 2310A (Referring Provider) already exists in the claim - If it **does not** exist: creates Loop 2310A with NM1 segment containing the NPI, name, and entity type - If it **already exists**: the rule is skipped — existing referring provider is preserved - A note is added: "Referring provider auto-added: {name} NPI {npi}" - Shows in Applied Validation Modules as "ReferringProviderAutoAddModule" ---- **[[guides:claim-rules|← Back to Claim Rules Engine]]**