If you're a specialist or a provider who receives referrals, you can add the referring provider when you bill the province for services.
When you add a billing item in an insured bill, the Referring Practitioner field automatically populates the Referring Provider from the patient chart if the provider is in the list of eligible referring providers supplied by New Brunswick Health in the CHR.
Steps
1. Start a bill from an encounter, the Visits dashboard or the patient's chart. If you're editing a bill, open the bill from the Billing dashboard.
2. Add a billing item (service code) to the bill or click to edit a billing item. Refer to Adding and modifying billing items (service codes) to provincial bills.
3. In the New NB Billing Item or Edit NB Billing Item window, click Show advanced fields.
4. In the Service section,
If the patient has a Referring Provider recorded in their chart and if they are in the list of eligible referring providers supplied by New Brunswick Health in the CHR, that provider's name is populated automatically.
📌 Notes:If you edit an existing insured bill that does not have a Referring Practitioner, but your patient chart now has an eligible Referring Provider documented, when you click into the field, the patient's current referring practitioner appears at the top of the list, above your favourites.
When both the patient chart and a billing template contain referring provider information, the template's referring provider overrides the patient chart's provider.
If the Referring Practitioner field is blank, click the search icon or begin typing to search for the referring provider by name or by billing number. Once selected, the system adds the referring provider's name and billing number to the bill.
💡Tip: If the referring provider does not appear in the search results, send a request to New Brunswick Health to add the provider to the list of eligible referring providers
5. To add the referring provider as a favourite, click the star icon next to their name. Your favourite providers and more frequently used providers appear at the top of the list the next time you search in the Referring Practitioner field or add a new fee item.
6. Add the Referral Date and select the Referral Type, if applicable.
The selected Referring Practitioner is automatically added to the next billing items you create.
Updated February 10, 2025