REFERRAL SOURCE CREDENTIALS TAB


The Referral Source's Credentials Tab allows you to add the Referral Source's license information as well as any identifiers for the Referral Source such as:

  • Drug Enforcement Administration
  • National Provider Identifier
  • Tax Identification Number
  • Taxonomy Code

ADD LICENSE  (Top)

To add the Referral Source's license number, click on "Add License". 

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Adding Referral Sources.

Choose the "State" from the drop down.  Enter the required information and click "Save" when finished.

EDIT LICENSES  (Top)

To edit the Referral Source license, click on the "Edit Pencil" icon.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Editing Referral Sources.

Make the necessary changes and click "Save".

DELETE LICENSES  (Top)

To delete the Referral Source license, click on the "Trash Can". 

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Deleting Referral Sources.

You will be asked if you are sure you want to delete.  Click "OK" to confirm.

ADD IDENTIFIER  (Top)

To add an Identifier, click on the "Add Identifier" link. 

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Adding Referral Sources.

Choose the "Identifier Type" from the drop down.  Enter the required information and click "Save" when finished. 

EDIT IDENTIFIER  (Top)

To edit the Referral Source's identifier, click on the "Edit Pencil". 

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Editing Referral Sources.

Make the necessary changes and click "Save".

DELETE IDENTIFIER  (Top)

To delete the Referral Source's identifier, click on the "Trash Can". 

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Deleting Referral Sources.

You will be asked if you are sure you want to delete.  Click "OK" to confirm.