How do I set up a new referral for a Mental Health Treatment Plan? I have a group and an individual referral.


You need to set up a new group referral type so that you have two Mental Health Treatment Plan referral types (one for group referrals and the standard one for individual referrals).

To create the group referral type:

  1. Click the patient's appointment in the calendar.

  2. From the patient's appointment, click the Edit (pencil) icon next to their current referral.

  3. In the Referral Type field, enter the name of the new group referral type (for example, "MHTP - Group"). Click to add it as a new referral type in the drop-down menu that appears. The Edit Referral Type pop-up appears.

  4. Complete the required information.

  5. Click Submit.

  6. Complete the referral details as required and click Submit.

On the patient's Funding page, you can see they now have two referral types created. The next step is to add a fee for the referral type. Whenever you create an appointment with this fee, the group referral type will automatically be linked without incrementing the appointment limit for the individual referral type.

To add a fee for the new group referral type:

  1. Click Finances > Fees, then click the Referral Types tab.

  2. Search for the referral you created and click it.

  3. In the Fees section (below the Referral Details section), click Add Fee.

  4. Click the fees you want to link to this referral type and click Save.

  5. Click Save.

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