Add a Referral within Client Details

The information captured in Bp Allied about a referral is entirely upto the business entering in the information. However, if the referral information is to be included in an Invoice then it would seem prudent to capture the Referrer, Referral Date and the Referrers Provider Number.

V7 SP1 release supplement changes are explained in this video here.

Add, Save & Delete

Click + to add a new Referral

Click the tick to save the Referral

Click the - to delete the selected referral e.g. If the notation says "Record 1 of 6" then "Record 1" will be deleted.

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Current Referral tick box

There is now an option for whether ONE or multiple referrals can be selected as current for a client. Because of the increase in multi-disciplinary practices it has become necessary in some cases for a client to have more than one referral.

This is managed using the practice-wide option of Allow Multiple Current Referrals.

If Allow Multiple current referrals is NOT selected, then the following will occur:

There can be only ONE Current Referral
When the Current Referral box is ticked then this is the trigger that will attach it to an appointment by default

If Allow Multiple current referrals IS selected, then the following will occur:

There can be only more than one Current Referral
The referral with the latest Referral Date that is also ticked as a Current Referral will attach itself to an appointment by default

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Referral Details

Select Referral Reason and Referrer from the drop down list

If the appropriate reason or referrer are not in the list then these can be entered in via System > Data Maintenance > Referral Reason or Referrers.

Enter in any additional details required

Enter in the Referral Date or select the drop down arrow and choose the date from the calendar

Tip: If the referrer is not displayed in the drop down list click the

arrow next to the drop down to refresh the list.

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Duration Details

Fill in the duration details as required for your specific referral.

Three types of referral durations can be managed:

Duration in months

The expiry dates can be calculated two ways:
By default, once the first appointment is attached to the referral, the Referral Expiry Date is calculated.

OR
Checking Calculate Expiry on Referral Date box will calculate the expiry date from the Referral Date entered plus the Duration (Months)
A notification is displayed when adding an appointment within 30 days of the expiry date.
Referral expiry date is displayed in the Appointment information on the appointment book screen
This can be used in conjunction with Duration (no of Visits) and both pieces of expiry information will be displayed on the appointment book screen.

Duration in visits

Quantity Remaining is displayed in the Appointment Edit screen
Duration (No of Visits) and Quantity used can be displayed within the appointment information on the Appointment Book Screen
A notification is displayed when adding an appointment if there are no sessions available to be booked.
This can be used in conjuction with Duration (Months) and both pieces of expiry information will be displayed on the appointment book screen.

Indefinite

Checking Referral Indefinite disables to the two referral duration options.
Ref Indefinite is displayed in the Appointment information on the appointment book screen

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Expiry details

This section displays the relevant expiry details for this referral. All information in the section is calculated.

Qty Remaining - will display for all referral types. If Duration (No of Visits) is not entered then this will display as 0.
Qty Used - will calculate the number of appointments using this referral. It will only trigger a notification if Duration (No of Visits) is entered.
Referral first appointment date - will display for all referral types
Referral expiry date - will only display for referrals with Duration (Months) entered and will calculate based on if Calculate Expiry on Referral Date is ticked or not.