With the Rego integration, practices can initiate and process patient referrals through the system. Let’s see how to utilise Rego functionality by configuring and managing user permissions.
Topics Covered
Configure Rego in the System
To configure Rego in the system,
- Navigate to the System Menu > select Practice Settings > Services.
On the Services page,
- Click Configure under Rego.
A Configure Rego slide-out will appear,
- Click Configure for the intended Location.
An Add Rego API Key pop-up will appear,
- Enter the Rego API Key.
- Click Activate.
- A toast notification will appear on the top-right stating, 'API key saved successfully'.
Refer Out a Patient via Rego
Let's see how to refer out a patient using Rego. To begin,
- Search for the patient using the Global Search Bar.
- Hover over Clinical > Referrals.
- On the Referrals page, click Refer via Rego
- This will take you to the Rego Homepage, where you will be able to log in based on your credentials.
Manage Permissions
- To enable Permissions for Refer Out,
- Click Manage Permissions for the intended profile.
- Select Referrals.
- Under Refer Out, check the View Refer-Outs and Create/Edit Refer-Outs boxes to enable these permissions.
- Click Save.
Practices can use this guide to learn how practices can configure Rego and manage permissions to refer a patient.