Receiving referrals is easy. We break it down for you below.
Navigate to Referrals in the top menu and select the Inbox tab. You can view all of your received referrals here.
Using the 3-dot menu, choose from any of the options available. Or, you can choose to open the Referral by simply selecting if from the list. The same menu items are available for your use within the Referral.
View full referral including all details
View Contact Info
Quickly view all registrant details including name, phone number, email +
Mark as Unread
Remove the 'new' label from the referral
After completing the intake appointment, close the loop for the referrer
Add a one-way record of additional referral details
Allows the referrer and the provider to communicate back and forth within the referral
Copies client info to make to easier to refer them to a second service
Route (Premium Action)
Facilitates sending an originating referral (typically a Central Intake referral) to a provider at another agency
Removes a referral from your calendar and inbox so that only active referrals remain
Change the registrant's appointment time
Select from the the providers who will complete the intake appointment
Cancel the appointment time slot
Generate a PDF copy of full referral details
Copy to Clipboard
Copy full referral details to paste elsewhere such as in your CMS or EMR
Generate a PDF copy of basic referral details (primarily appointment)
Resend a confirmation email to the client to ensure they receive appointment detail (optional)
Manually send a reminder email about the appointment to the client
Edit the registrant's Personal Health Information (PHI)
Cancel the appointment and removes the registrant's personal information
Note: As the provider you can make lots of changes, and in most cases both the referrer and the registrant will be notified.