Why aren't patient referral details appearing automatically?

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In order for a patient's referral details to automatically appear on an appointment, you need to link the fee to the referral type that is being used for the appointment. This is especially important if you using a new fee (such as a telehealth fee when you previously used face-to-face fees only).

Once linked, adding the fee to an appointment will automatically find the linked referral type in the patient's claim details and use it for the appointment, provided that the patient has a referral linked to their claim under the funder.

If a referral has no referral type, Halaxy will apply the referral to any appointment that uses a fee under that funder. Referral types allows you to specify exactly which fees should be used for a particular referral rather than just any fee under the funder.

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