Reverse Referrals

There may be occasions where you send a doctor one of your therapy patients as a referral. To document these types of referrals, you’ll use the Reverse Referrals feature.

Follow the below instructions to send a reverse referral:

1. Open the profile of the contact you’re sending a referral to, then click the (...) menu next to Edit Contact.                                                                                                                                                                                                                                  
2. From the drop-down list, select Add Reverse Referral.
3. A pop-up menu appears for you to complete with the available information (The Case Description and date are required to complete a reverse referral)
4. Any reverse referral added appears at the bottom of the contact referral list, within the contact profile.