New referrals will appear in the Inbox area of the user interface. 

1. To accept a referral, click on the referral in the Inbox.

The referral information will appear on the right hand side of the screen. The relevant patient information is shown. This includes:

  • the speciality required
  • specialist matched with name
  • age
  • insurance details
  • relevant notes to accompany the referral

1. Patient personal information will not appear until the referral has been accepted.

2. To schedule the appointment, click Schedule Referral. 

3. A pop-up will appear. Click on the name of the specialist the appointment will be scheduled with.

4. Choose a day and then a time to schedule the appointment. Preferred times will be highlighted.

5. Finally, click on Book Appointment to schedule the appointment. 

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