Support Documentation
Add a New Patient Referral
This is a step-by-step tutorial on how to add a new patient referral in the software. Learn how to enter patient demographics, referring and PCP details, insurance information, urgency level, and sales assignment.
Patient Card Details
Here is a tutorial on how to access the "Patient Details" of a patient in the Referral Management dashboard. This feature is used to see the information of a patient, including their address, provider, insurance and symptoms.
Patient Card Details > View Detailed Patient Information
This is a tutorial on how to use the details tab under "Patient Card Details." In here, you can have a complete view of the patient’s information, referral source, insurance details, urgency level and clinical data.
Patient Card Details > Referral Header Overview
Here is a quick overview of the referral header. In this section, you can seethe patient’s name, urgency level, and validation status at a glance.