There is an option that allows ONE or multiple referrals to 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.
V7 Referral Updates. This masterclass tutorial explains how to use the new referral functionality in the V7 release of Bp Allied, including indefinite referrals, managing the expiry of duration based referrals as well as using the allow multiple current referral option. Also included is the Client Management report and other tips for managing 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
Whats the catch?
If the referral is entered after an appointment is made then it will not be attached to the appointment
Why is this a problem?
The appointment will not be included in the appointment count for that referral
Important if it is a session limited referral as the count will be out
Important if it is a duration limited referral as the First Appointment date might be incorrect.
