Check out the following links to learn about referrers/clinics and how to create referrers before you proceed:

There are two ways to link referrers to clinics; Workflow 1 shows how to link a clinic from within the Unknown Clinic in the clinic page and Workflow 2 shows how to link a clinic from the referrer page.



Workflow 1

Referrers that have not been assigned to clinics will show up on the clinic's page under ‘Unknown Clinic’ (which will always stay at the top of the clinic's page by default).

1. Navigate to Dashboard > Setup > Referrers > Clinics tab and click on Unknown Clinic

2. Click on the referrer you wish to link the clinic to  (in our example, we will select Dr Grover Cleveland) and click on Link Clinic

3. From here, you can either type into the search bar details of the clinic you wish to link (any part of the name / address  / number) which will bring a drop-down of matching clinics you can choose. Alternatively, click on Add Clinic to add a new clinic details

4a.  If a clinic is chosen from the search bar, tick the checkbox (if referrer details are the same as the clinic's). Once fields have been populated, click Save to finish linking the clinic to your referrer

4b. If creating a new clinic, simply fill in the relevant details and click Save. The next step is the same as in step 4a above

💡 When linking a clinic through Workflow 1, the referrer is automatically removed from Unknown Clinic.


Workflow 2

1. Navigate to Dashboard > Setup > Referrers > Referrers Tab

2. Choose which referrer you wish to link a clinic to (in our example, we will select Dr Grover Cleveland)

3. Once in the Referrer details page, click on Link Clinic

4. From here, you can either type into the search bar details of the clinic you wish to link (any part of the name / address  / number) which will bring a drop-down of matching clinics you can choose. Alternatively, click on Add Clinic to add a new clinic details

5a. If a clinic is chosen from the search bar, tick the checkbox (if referrer details are the same as the clinic's). Once fields have been populated, click Save to finish linking the clinic to your referrer

5b. If creating a new clinic, simply fill in the relevant details and click Save. The next step is the same as in step 5a above

💡 When linking clinics through referrer page, the referrer will still stay in the Unknown Clinic page and must be removed manually (step 6). This is not necessary when following Workflow 1, when the clinic is linked from the Unknown Clinic page

6a. Once the clinic is linked, click the drop-down for Unknown Clinic and click Edit details

6b. In the following page, set the Status to Inactive to remove the referrer from the Unknown Clinic. Click Save to finish


See similar articles regarding client files and information:

📝 Referrers and Clinics

📝 Add a referral to your client's file

📝 Set an appointment limit

📝 FAQs about Client File and Information

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