How do I add the referring practitioner details?

  1. In the Claim section of the Appointment Details, click Add Referral.

  2. Enter the Referral Type (can be left blank).

  3. Enter the name of the referring practitioner. If the specialist is not listed, you can add them now and enter their Provider Number.

  4. Enter the Appointment Limit (if provided).

  5. Enter the Date of the referral.

  6. Enter the Expiry Date of the referral (if provided).

  7. Enter a limit for the referrals and whether the referral applies to appointments only or all fees (if provided).

  8. If applicable, select which practitioner the referral is for.

You can also add the referral and claim details on the patient's profile (on their Funding page) and on their invoice.

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