Adding referrers to your coreplus account is essential to start creating referrals for client files, creating referrer reports, and tracking the number of sessions a client has had. 

Adding referrer clinics is a great way to organise your referring doctors. The feature allows you to track referrers who work at multiple practices and different referrers working at the same practice.

This article will step you through the process of adding both to your account!

1. Adding a new Referrer

2. Adding a new Clinic


Adding a new Referrer

1. From the Dashboard, click Setup, then Referrers
2. Click the Add referrer button at the top of the page 
3. Enter the referrer's details,

4. Type the name of an existing clinic in the Link a Clinic field or click the Add clinic button for a new clinic. Alternatively, select Skip link clinic.

4. Add the referrers provider number and any other details, then click the Save button


Adding a new Clinic

1. From the Dashboard, click Setup, then Referrers

2. Click the Add clinic button at the top of the page 
3. Enter the clinic details, and either click the Save button or the Save & link a referrer button

4. Type in their name, then update their details for that clinic and click the Save button

💡 If you have created referrers with no clinic, an Unknown Clinic will appear at the top of your clinics list, this will always remain at the top.

📝 The Save & link a referrer button is useful when the referrer already exists in your coreplus account, but you need to add a new location or provider number for them.


See similar articles regarding client files and information:

📝 Set an appointment limit

📝 Linking Referrers and Clinics

📝 Add a referral to your client's file

📝 FAQs about Client File and Information

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