Enter Referral Contact Information

How to enter Contact Information in Insight EMR. Contacts include referring physicians and others.

  1. Launch Contacts.

  2. Enter the following information at a minimum:
    • First Name
    • Last Name
    • Name Prefix (examples: Dr., Ms. Mr.)
    • Name Suffix (MD, DO, ARNP, etc)

  3. Use an existing clinic from the drop down list or add a new clinic by clicking on the ellipsis button.

  4. In the Address Info section, enter address information.
  5. In the Phone / E-Mail section, enter phone numbers and the contact email.
  6. Add a Taxonomy Code.

  7. Add an NPI Number.

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