Set Up a Specialist for Incoming Referrals

Configure specialists so they can receive incoming referrals.

About this task

To receive referrals, the healthcare professional must:

  • Be set up as a specialist with the Referral Required option selected.
  • Have a provider number.

Procedure

To select the Referral Required option:
  1. Select User iconuser > Settings iconSettings.
  2. In the Settings window, select Users > Account List. The User list window is displayed.
    Example User Management Window
  3. Search for the specialist whose user account you want to set up.
  4. Select Edit.
    Example Account List
  5. Select Work Areas > Specialist tab.
  6. Set Referral Required.
  7. Click Save.

Results

The specialist is set up to receive incoming referrals.