Referrer clinics

The referrer clinics is a great way to organise your referring doctors. The feature allows you to track referrers who work at multiple practices and different referrers working at the same practice. 

Upon completion of this article, you'll become a master of:

  • Creating a clinic
  • Assigning referring doctors to a clinic

 

 

Creating a referrer clinic

Step 1 - From the Dashboard, click on 'Setup,' then 'Referrers'

Dashboard.png

 

Step 2 - Select the 'Add Clinic' button from the top of the page

Add_clinic.png

 

Step 3 - Enter the clinic's details, and click 'Save'

 create_clinic.png

 

 

Adding a clinic to a referrer 

Step 1 - From the Dashboard, click on 'Setup,' then 'Referrers'

Dashboard.png

 

Step 2 - Select the referrer you wish to add the clinic into

select_referrer.png

  

Step 3 - Select the clinic

You can select as many clinics as you like, or as many as the referrer is willing to work at ;)

 select_clinic.png

coreplus support -

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