Creating a Referral for a Patient's Case
Creating a Referral for a Patient's Case
When receiving a referral, whether via email or fax, follow these steps to add it to the system:
Add a New Referral:
Click Add New and select Add New Referral.
Link the referral to the appropriate case (e.g., "Right Shoulder").
Choose the referring physician (use the Getting Started Guide to update the physician list if needed).
Add the referral date and relevant diagnosis codes.
Upload the referral file.
Verify Referral Details:
Locate the patient under Patients, then navigate to their case.
Ensure the referral appears under the correct case with all details visible.
To see a step-by-step walkthrough of this process, watch the following video.
Adding a Referring Provider
Adding a Referring Provider
Follow these steps to add a referring provider to your setup:
Access Admin Setup:
Click on the Admin Setup icon in the top-right corner.
If you don’t see this icon, contact your administrator for permissions.
Add Provider Details:
Select Referring Providers and click Add Provider.
Enter the physician's name and NPI (National Provider Identifier).
Mark the provider as Active and click Save.
The new provider will now be available in referrals and other relevant sections of the application.
To see a step-by-step walkthrough of this process, watch the following video.