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Add A New Referral Provider

Faris Peerukannu Mohamed Kasim
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A referral provider is an external clinician who either receives patient referrals from your practice or refers patients to your practice for care. Adding a referral provider into the system is vital if you have a referral network, as it helps you manage both outgoing referrals to other providers and incoming referrals from providers who send patients to your practice. This also enables you to track analytics, such as which referral providers contribute the most patients.

Let's explore how to add a referral provider in CareStack!

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Add a New Referral Provider

Watch this video for a quick walkthrough.

To add a referral provider, perform the steps below.

  • Navigate to the System Menu > select Referral Providers under Operations.
  • Click + Add Referral Provider.

In the Add New Referral Provider modal that appears,

  • Enter the Referral Provider's Email.
  • Click Next.
Note: Two referral providers can use a single referral portal to refer in patients.
  • Enter the mandatory details.
    • Name: Select Prefix and enter First Name and Last Name.
    • Location(s): Select all the locations for the referral provider.
  • Click + Add Ref. Provider Speciality to create a custom referral provider specialty.

In the Add Ref. Provider Speciality that appears,

  • Enter the Speciality Name.
  • Click Save.
  • The created custom referral provider will be populated in the Add New Referral Provider modal. You can edit the custom specialty, if needed.
  • You can enter the National Provider Identifier (NPI) number, if required. .
    • If the entered NPI is already associated with another provider, a notification appears stating 'NPI Number Already Lined to Another Provider'.
  • You can also enter additional optional information such as Date of Birth, Gender, Mobile, Address, etc.
  • Click Save.
  • A toast notification will appear stating, 'Referral provider added successfully'.
  • You can see the referral provider displayed on the listing.
  • The referral provider will receive a welcome email, as shown below.

Edit a Referral Provider

Watch this video for a concise summary.

To edit a Referral Provider,

  • Click View.

In the Referral Provider modal that appears,

  • Click Edit.

In the Edit Referral Provider modal that appears,

  • You can edit the Provider's Email, Name, Date of Birth, Gender, etc. 
  • Click Save. 
Tip:  Use the pencil icon to edit a custom specialty. Any changes will automatically be reflected across all providers assigned to that specialty.
Note: The provider name can be edited only by the user who created the provider, right before the provider logs into the portal.

Explore the Filters in Referral Provider

Explore this video for an in-depth walkthrough.

Let's take a look at the filters available on the Referral Providers page.

  • You can utilize filters such as Provider Name, Phone, Email, and Additional Info.
  • You can sort the data by Speciality, Location, and Status.
  • By default, No Login and Login Enabled providers will be shown.

Adding Referral Providers

Watch this video for a quick overview.

Next, let’s explore the areas in the system where referral providers can be added.

On the Add New Patient slide-out,

  • Locate Referral Source > select Referral Provider as the Primary Referral Source.
  • Select your intended Referral Provider as the Referral Sub-Category.

To add a referral provider through the Refer Out workflow,

  • Hover over Clinical > select Referrals.
  • Click Refer Out.
  • Here you can select the intended Referral Provider to refer out and continue as needed.

Manage Permissions

Watch this video for a concise summary.

To enable Permissions for Referral Providers,

  • Navigate to the System Menu > select Practice Settings > Administration > Profiles.
  • Click Manage Permissions for the intended profile.
  • Select Referrals.
  • Under Referral Providers, select the View Referral Providers, Add/Edit Referral Providers, and Add/Edit Referral Provider Specialty permissions.
  • Click Save.

  • On the Confirm Action modal that appears, click Yes to proceed.

  • A toast notification will appear on the top right stating, 'Profile updated successfully'.

Practices can use this simple guide to learn about referral providers and how to add new referral providers into the system!

Click here to explore the complete list of permissions and their descriptions. 

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