Referral Management

Referral management within a client profile allows the following;

  • Multiple referrals per client can be added to the client profile>referrers and contacts
  • New fields
    • A unique 6-character referral ID
    • Referral status
    • Link to episode
    • Provider Number
    • Presenting issues
  • Ability to upload documents against referrals
  • Ability to assign a GP per referral

Information to note

  • Australian customers: Medicare refers to the latest referral day with each new referral created/updates

See our overview video here:

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