A referral clinician is an external clinician who either receives patient referrals from your practice or refers patients to your practice for care. Adding a referral clinician into the system is vital if you have a referral network, as it helps you manage both outgoing referrals to other clinicians and incoming referrals from clinicians who send patients to your practice. This also enables you to track analytics, such as which referral clinicians contribute the most patients.
Let's explore how to add a referral clinician in CareStack!
Watch this video for a quick walkthrough.
Topics Covered
- Add a New Referral Clinician
- Edit a Referral Clinician
- Explore the Filters in Referral Clinicians
- Add Referral Clinician Speciality
- Manage Permissions
Add a New Referral Clinician
To add a referral clinician, perform the steps below.
Navigate to the System Menu > select Referral Clinicians under Operations.
Click + Add Referral Clinician.
In the Add New Referral Clinician modal that appears,
- Enter the Referral Clinician's Email.
- Click Next.
Note: Two referral clinicians can use a single referral portal to refer in patients. |
Enter the mandatory details.
- Name: Select Prefix and enter First Name and Last Name.
- Location: Select all the locations for the referral clinician.
- You can also enter additional optional information such as Date of Birth, Gender, Mobile, Address, etc.
- Click Save.
A toast notification will appear on the top-right stating, 'Referral clinician added successfully'.
You can see the referral clinician displayed on the listing.
The referral clinician will receive a welcome email, as shown below.
Edit a Referral Clinician
To edit a Referral Clinician,
Click View.
In the Referral Clinician modal that appears,
Click Edit.
In the Edit Referral Clinician modal that appears,
- You can edit the Clinician's Email, Name, Date of Birth, Gender, etc.
- Click Save.
Tip: Use the pencil icon to edit the added custom speciality. This change is automatically reflected across all clinicians added to the speciality. |
Explore the Filters in Referral Clinicians
You can utilise filters such as Clinician Name, Phone, Email and Additional Info.
- You can sort the data by Speciality, Location and Status.
- By default No Login and Login Enabled clinicians will be shown.
Add Referral Clinician Speciality
To create a custom speciality for the referral clinician from the Add New Referral Clinician modal,
- Click + Add Ref. Clinician Speciality.
- In the Add Ref. Clinician Speciality modal that appears,
- Enter the Speciality Name.
- Click Save.
- The created custom referral clinician will be populated in the Add New Referral Clinician modal.
- Click the pencil icon to edit the custom speciality, if needed.
Manage Permissions
To enable Permissions for Referral Clinicians,
Navigate to the System Menu > select Practice Settings > Administration > Profiles.
Click Manage Permissions for the intended profile.
- Select Referrals.
- Under Referral Clinicians, select the View Referral Clinicians, Add/Edit Referral Clinicians, and Add/Edit Referral Clinician Speciality permissions as needed.
- Click Save.
On the Confirm Action modal that appears, click Yes to proceed.
A toast notification appears on the top right stating, 'Profile updated successfully'.
Practices can use this simple guide to learn about how to add and manage new referral clinicians in CareStack!