Link Referrers

You can link referrers who work in the same practice using the Company field.

Linking referrers using the method below will not link their patients. Patients will remain under the individual referrer assigned to them in their chart.

  1. Open the referrer record by going to View > Referrer Info... or pressing Command R.
  2. Open all referrers you wish to link; note that even if their address and contact information match, they will not link:

  1. Type in the Company name for each referrer. Note: Make sure the spelling and spacing is identical in both records.
  2. The Company name will link the referrers.
  3. Use the arrow icons to browse through connected referrers.

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