Chapter 32: Physicians / Sources
Chapter Overview
What You'll Learn:
- How to manage Referral Sources (physicians and facilities)
- How to verify a physician in the CMS NPI Registry
- Where PECOS appears
Path: Sidebar → Setup → Physicians / Sources → /dashboard/physicians
Page heading: Referral Sources
Visible for full EMR and billing-only (needed for patient / claim physician pickers).
Text-only.
32.1 List Page
- Type filter: Physician | Facility
- Search: Search by name or NPI...
- Verify physician → Verify physician (CMS NPI Registry)
- Tabs: Search by NPI | Search by name
- Row action: Use for new physician
- Add Source → Add New Referral Source / Edit Referral Source / View Referral Source
- Source Type: Physician | Facility
- Physician path includes NPI Number and Look up in CMS
- Facility path includes facility name/type/contact; NPI field without CMS lookup button
- Table: Source name · Contact person · Phone · Fax · NPI · Status · Actions
- Remove: Remove physician from directory?
32.2 Detail Page
Open /dashboard/physicians/:id.
Shows physician or facility information, address, contacts, referral history, and stats such as Total Referrals (All Time).
PECOS Certified: Yes/No appears on the detail view for physicians (informational). The Add/Edit modal does not currently offer a PECOS toggle — review the value on the detail page for Medicare context.
Use these sources on patient intake (Physician tab), care orders, and claims when a physician is required.
32.3 Quick Checklist
- Referring / attending sources created
- NPI verified via CMS lookup when possible (physician)
- PECOS status reviewed on the detail page for Medicare context