How do I receive a referral?
Video instruction that shows you how to receive a referral with accompanying written instructions.
How to send a referral to anyone?
New referrals will appear in the Inbox area of the user interface.
1. To accept a referral, click on the referral in the Inbox.
The referral information will appear on the right hand side of the screen. The relevant patient information is shown. This includes:
- the speciality required
- specialist matched with name
- insurance details
- relevant notes to accompany the referral
1. Patient personal information will not appear until the referral has been accepted.
2. To schedule the appointment, click Schedule Referral.
3. A pop-up will appear. Click on the name of the specialist the appointment will be scheduled with.
4. Choose a day and then a time to schedule the appointment. Preferred times will be highlighted.
5. Finally, click on Book Appointment to schedule the appointment.