Referral Sources & Referring Providers
InSched tracks where patients come from through referral sources and referring providers. This data supports marketing analysis and insurance billing requirements.
Referral Sources
Referral sources categorize how patients find your practice (e.g., "Website", "Google Search", "Friend Referral", "Dr. Smith").
Accessing Referral Sources
Select Setup > Edit Referral Sources from the menu.
Referral Sources Grid
The grid displays all referral sources with a search box for quick filtering. Type in the search box to filter by name.
| Column | Description |
|---|---|
| Source Type | Category of the referral source |
| Name | Name of the referral source |
Additional fields are available (hidden by default): description, address, city, state, zip, phone numbers, fax, email, notes, NPI qualifier, NPI number, UPIN.
Managing Referral Sources
| Action | Shortcut | Description |
|---|---|---|
| New | F8 | Create a new referral source |
| Edit | F2 | Edit the selected referral source |
| Delete | — | Delete the selected referral source |
| Done | F3 | Close the dialog |
Referring Providers
Referring providers are individual physicians or providers who refer patients to your practice. They are separate from referral sources and carry additional detail needed for insurance claims.
Referring Provider Fields
| Field | Description |
|---|---|
| Label | Display name for the provider |
| Last Name | Provider's last name |
| First Name | Provider's first name |
| Middle Name | Provider's middle name |
| Name Suffix | Suffix (MD, DO, etc.) |
| Address 1 | Street address line 1 |
| Address 2 | Street address line 2 |
| City | City |
| State | State (selected from dropdown) |
| Zip | ZIP code |
| Contact Name | Office contact person |
| Contact Phone | Office phone number |
| Inactive | Check to deactivate |
Billing IDs for Referring Providers
Click Edit Referring Provider IDs to configure billing identifiers (NPI, taxonomy codes, etc.) for the provider. These IDs are used when generating insurance claims that require referring provider information.
Usage
Referral sources and referring providers are selected when:
- Creating or editing patient records
- Generating insurance claims (referring provider)
- Running marketing and referral reports
- Tracking lead sources