Store all of your client's referrals in one place, allowing you to easily link them directly to your client's appointments and invoices.

You can make notes about the referral, set a referral status (In progress, Completed and Rejected), and even upload supporting documents to the referral by dragging and dropping!

This article includes:

1. Add a referral to your client's file

2. Manage the status of a referral



Add a referral to your client's file

1. From your client's file, click Details/Referrers, select Manage Referrals under Medical Demographics and in the resulting pop-up window, click the Add referral buttonย 

2. To add a referrer, check steps 3 - 4. If you have already saved the referrer, then type the referrer name into the search bar and select from the drop-down menu. Populate the referral with start/end date, add any other optional information and then click the Save button

๐Ÿ’ก When entering in the expiring date, you can either select an exact date or you can select to chose either 3, 6, 12, 24 or indefinite from the side menu

3. If the referrer or clinic is not yet added to coreplus, then click Add referrer/clinic. Enter in the details and click Next to enter clinic details (if you don't need to add a clinic, tick the 'Skip link clinic' checkbox first)

4. Either search for an existing clinic or create one by entering their details and click the Next button. Add the referrers provider number, add any other details and then click the Save button



Manage the status of a referral

1. Go to the Clients File

2. Select Manage Referrals

3. Click on Edit Details on the right-hand side

4. Change the status if required from In Progress to Completed or Rejected. The referral will automatically move itself to expired after the expiry date.

๐Ÿ’ก You can filter referrals for that client by selecting In Progress, Expired, Completed & Rejected

๐Ÿ“Learn how to generate referral reports here


See similar articles regarding client files and information:

๐Ÿ“ Referrers and Clinics

๐Ÿ“ Linking Referrers and Clinics

๐Ÿ“ Set an appointment limit

๐Ÿ“ FAQs about Client File and Information

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