Overview
Referring Doctors allow for the tracking and reporting of Referrals via the Reports > Patients > Referrals report. It also allows for quickly adding them as a referrer on to patient files, you can find more information on this in the article: Adding a Referring Doctor to an Account
Adding a Referring Doctor
Step 1:
Step 2:
Click Add
Step 3:
Specify the general info for the new referrer
Step 4:
If the referrer belongs to an organisation, select their organisation from the drop-down list. Alternatively, click the + button to create a new organisation if required. You can read more on organisations in our Creating Organisations article.
Step 5:
Assign a profession and specify the provider number for the referrer.
Step 6:
Click Save to finalise your changes
