Change the referral to use for an appointment

By default, appointments always select the most recently added valid referral in the patient's claim.

If the patient has multiple referrals for the same funder claim, you can switch between referrals to use for appointments. You can configure a custom preference for how referrals are selected, or you can simply switch the referral used in an individual appointment.

Tip

Do you usually manage multiple referrals for the same funder at the same time? You can ensure the correct referral is always applied to appointments by linking fees to referral types. No need to keep switching!

Set your custom preference for referral selection

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

  2. In the top right, click the Icon-Lightning.svg lightning icon.

  3. In the pop-up, set your preference for Appointment referral selection:

    Referral-Change-01.png
    • Automatic: Appointments automatically use the most recently added valid referral.

    • Manual: Appointments use referrals marked as preferred first and never select referrals set to inactive.

  4. Click Save.

  5. If you selected Manual in Step 3, you can now mark referrals as preferred or deactivate them from use. Open the patient profile and click the Funding tab.

  6. When you add or edit a referral in a patient's claim, you can configure the following:

    Referral-Change-02.png
    • Status: Active means this referral can be selected for appointments. Inactive means this referral can never be selected for appointments and will be greyed out in the patient's claim.

      Referral-Change-03.png

      Example of an inactive referral greyed out

    • Priority: If the Preferred box is ticked, this referral is automatically selected first in appointments. If multiple or no referrals are marked preferred, the default selection applies where the most recently added valid referral is used in appointments. A preferred referral is indicated in bold letters under the patient's claim.

      Referral-Change-04.png

      Example of a preferred referral indicated in bold letters

Note

To change a referral's status or priority setting, edit the referral by clicking the Icon-Edit.svg pencil icon beside the referral.

Switch to a different referral to use for an individual appointment

  1. Open the appointment.

  2. Under the Claim section, next to the referral name, click the Icon-Edit.svg pencil icon.

    Referrals-05.png
  3. In the Edit Referral pop-up, for Existing Referral select the referral you want to use.

    Referrals-06.png
  4. Click Save.

Updated

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