Set up ReferralNet

Set up Referralnet, including certificate installation, and referring providers.

Before you start

Contact ReferralNet for PKI Certificate.

  • No ReferalNet software needs to be to installed for sending via Bp Allied. It sends via a secure HTTPS connection.
  • The PKI Certificate needs to be installed on each computer sending letters securely from Bp Allied.
  • The PKI Certificate is installed on our server for hosted subscription customers.
  • The ReferralNet agent can be downloaded and installed to receive messages.  ReferralNet can assist with installation.

Install the certificate

Install the PKI certificate in Options > Certificates.

Set up ReferralNet options

 

Tick the Active tickbox.

Enter in the ReferralNet Account and password details as set-up with ReferralNet.

Install the PKI certificate in the Options > Certificates tab.

Click Apply and OK.

Set up Referrers

Each potential Recipient must be listed in the Data Maintenance > Referrers section.

  1. Set the Secure Messaging Provider = R.
  2. Attach the relevant ReferralNet Account to their record.

ReferralNet can be searched from the Referral Net Account field in the Referrers screen for the ReferralNet Account and imported.

ReferralNet credentials needs to be set up (as above) to be able to access the practitioner search.