Professional Referrals

Referrals Overview   PAGEREF _Toc287285722 \h 1

Referral Management 2

Entering Referrals 2

Finding Referral Records 7

Viewing Provider Information  8

Modifying Referral Records 9

Processing Referral Orders 10

Referral Lists  11

Troubleshooting Provider List Problems 11

Updating Referral List 12

Expired Records  12

Deleting Expired Referral Records 12

Deleting Expired Provider Records 13

Deleting Expired Client Contact Records 13

Configuring Referrals  13

Setting basic Referrals options 14

Defining Referral Subscription Product Code  18

Defining Referral Fee Product Code  20

Enabling Zip Code Search  22

Verifying Zip/Area Search Feature  24

Setting Advanced Referral Options 24

Reports for Referrals  28