All Collections
CE Events
How to Create a Referral
How to Create a Referral
Updated this week

Purpose of Referrals

The purpose of a referral is to connect your clients with clinicians of other specialities within the TPN.health platform.

My Referrals Dashboard

To navigate to your referral dashboard use the My Network dropdown and click Referrals.

Screen_Shot_2022-06-06_at_12.25.49_PM.png

The My Referrals Dashboard is where you can can create a referral and where all of your referral statistics are housed. Within your dashboard, you can see all past and pending referrals you have sent or received, as well as view lists of your clients and referred clinicians.

Screen_Shot_2022-06-06_at_12.45.39_PM.png

Ready to create a referral?

To create a referral start by clicking the yellow button that says "Create a Referral".

Screen_Shot_2022-06-06_at_2.31.47_PM.png

You can then choose to use an "Existing Client" or create a "New Client". When creating a new client, enter the client's name/email to create their unique client code.

45eyrWOor9.gif

Once the client details are saved, a Client Code will be generated to protect any identifying information.

mceclip4.png

NOTE: only the referring clinician can view the client's information.

Next, you will select the clinicians you would like to refer the client to.

You can search by:

  • Clinician Name

  • Location

  • Licensure

  • And More

NOTE: You can refer a client to more than one clinician at a time.

You're All Set!

You will see an overview of your client information, referral details, and the list of Clinicians that you will be referring your client to. Once you click Send, the client will receive an email notifying them that they have been referred by you to the clinicians you specified.

Did this answer your question?