Adding a referral doctor to a patient client card
On the client card, if a patient has been referred to you, it is helpful to add this referring practitioner for use in referral management, as well as auto-populating letters with that doctor’s information.
Click on the magnifying glass icon next to referral doc, underneath the Default PRAC.
Search the name of the practitioner to add.
If they are not found, click here to review creating a new referral doctor.
If the practitioner has multiple addresses, it will ask which one to attach to the patient.
Click ‘Add Referral Doctor’.
You can have multiple referral doctors on here, highlight
the one you want to set as the default, and this one will appear on the client card.
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