Add Patient Referral Preferences

In step 6 of adding a provider, you can establish the provider’s preferences for patient referrals.

Note: This step is necessary only if Patient Referral has been enabled for the account.

To set the provider's patient referral preferences:

1. Click the Default Patient Referral View dropdown, and select the desired default view.
2. Select the check boxes next to the offices for which patient referral should be enabled for the provider.

   

3. Click Save.