When a duration limited referral is due to expire , a warning displays. When it has expired, no further appointments can be created with this referral attached.
When an appointment is created using a session limited referral that has no available appointments left, the warning below is displayed. The appointment can't be created with this referral attached.
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Field |
Description |
|---|---|
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Referral Details |
If the referral is set to "Current Referral", it will automatically attach to an appointment when created regardless of whether it has expired or not. If Allow Multiple Current Referrals is checked, the current referral with the most recent date will be added by default. |
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Number of visits this year |
This is the number of appointments the client has had in this calendar year. |
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Number of visits left on this referral |
This is the number of visits that are left on this referral and is not relevant for a duration based referral. This is calculated by taking the Duration (No of Visits) allowed by the referral and subtracting the Quantity Used (Number of appointments created using this referral). If it is a duration limited referral or an indefinite referral, the Qty Remaining will display a negative number.
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Referral has expired |
When the number of visits left on the referral is zero, the Referral visits completed warning displays.
For a referral with a duration limited, the following message boxes display:
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Watch the video 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.
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