How can I add a referring doctor to my contacts?

This is important for outbound and incoming referrals, since you can only send outbound referrals to those providers listed in your contacts.  We recommend that you add your most common referral contacts to your list early on in your setup.  To do so:

1.  Open up the Message Center by clicking the envelope icon on your toolbar.  On the left side of the screen, select "Contacts," and then click "+ New."



2.  On the "New Referral Contact" screen, enter in any information about the provider and select "Add Contact" to save.



Click here to jump to your referral contacts

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk