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Add a referral
Step 1. On the client screen’s vertical menu, click Referrals.
Step 2. Click Add.
Referrals buttons
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Step 3. Select the Type of Referral: Internal or External.
Step 4. Select the Provider.
Step 5. Select the Service Category.
Step 6. Click Next.
Step 7. Click Save.
Add an external provider
Step 1. Click External Provider Setup.
Step 2. Click Add.
Step 3. Complete the provider contact form.
Step 4. Check Active.
Step 5. Click Save.
Edit a referral record
When editing a referral, users can enter additional information, including a user-defined Referral Class.
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Update referral classes
Step 1. Click Referral Classes.
Step 2. Click Add.
Step 3. Enter the Referral Class Label.
Step 4. Click Active.
Step 5. Click Save.
Manage referral setup in Central Administration
Step 1. Click Administrative Options.
Step 2. Click Manage Referral Setup.
Use the same procedures in this guide to add external providers and referral classes.
How to confirm it worked
- The new referral appears in the client’s Referrals list.
- The selected provider and service category match the intended referral.
- External providers and active referral classes are available for selection.
Troubleshooting and common questions
Why is a service category missing? – Confirm that the provider has an active contract for that service category as of the referral date.
Why is an external provider unavailable? – Confirm that the provider was added in External Provider Setup and marked Active.
Who completes an internal referral? – The referred-to provider records the completion date for an internal referral.
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