How to activate multi-disciplinary practice

The many benefits of enabling Multi-Disciplinary!


Enabling the Multi-Disciplinary setting for your account has numerous advantages that help you in running your practice.


Firstly, the most important thing is that you will be able to add multiple referrals against a client file.


Having multiple referrals against a client file means you now can track that client's active referrals, view their referral history and link invoices & appointments to specific referrals (meaning you can track the number of visits made against a referral and be made aware of this while booking new appointments!)


Additionally you will be able to list the number of consults each referral is valid for (if applicable) and view a history of these appointment limits.


Another exciting function is that multi-disciplinary will allow you to add a referrer to the referrer list directly from the medical demographics section of the client file! No more navigating away to settings to add a referrer!



Step 1 - Click on 'Settings' under 'Setup'

Step 2 - Click on 'Interface Settings'


Step 3 - Select 'Yes' for Multidisciplinary

James Hogan -

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