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How to add a referral

  • Updated

To add a referral through a consultation:

  1. Click ‘Illustrations’ in the menu bar.
  2. Select ‘Details’ alongside the consultation you wish to add a referral for.
  3. Select the ‘Referrals’ tab.
  4. Click ‘Add New’ and enter all mandatory details marked with a *.
  5. Click ‘Save’.

To add a referral through the illustration calculator:

  1. Click ‘Illustrations’ in the menu bar.
  2. Select ‘Illustration’ alongside the consultation you wish to add a referral for.
  3. Select the ‘Referrals’ tab.
  4. Click ‘Add New’ and enter all mandatory details marked with a *.
  5. Click ‘Save’.

To add a referral when creating an employee:

  1. When creating an employee, referrals can be added once all mandatory details on the first page have been completed.
  2. Click ‘Add New’ below ‘Referrals’ and enter all mandatory details marked with a *.
  3. Click ‘Save’.
  4. Enter the rest of the employee’s details and click ‘Submit’.

To add a referral through the employee’s details:

  1. Click ‘Employees’ in the menu bar.
  2. Select the reference for the employee you wish to add a referral for.
  3. Select the ‘Admin Details’ tab.
  4. Click ‘Add New’ and enter all mandatory details marked with a *.
  5. Click ‘Save’.