Adding a new Referrer

In myPractice a Referrer is someone who refers a client to your practice. A Referrer is usually a health or medical practitioner e.g a GP. A Referral is a document from a Referrer that refers to Client to a Practitioner for a specific reason (or problem). A Referral is entered against the Client Details and must include the Referrers details (if a refund is sought from Medicare or another Health Fund) along with other referral information. For a Referrer to be able to be added to the Client Details as part of the Referral their information needs to be added to the Referrers table in Data Maintenance.
 
myPractice does not have a built-in facility to capture Clients as referrers of other Clients. This information can be captured manually by customising the Client Details forms to suit.
 
Adding a new Referrer
1

Referrers List

1. Referrers List
List of current referrers.
These can either be scrolled through using the Navigation bar arrows or the scroll bar arrows.
The list can also be filtered and grouped.
2

Referrers List fieldnames

2. Referrers List fieldnames
Some of the Referrers field names that are displayed in the Referrers list to enable selection of a referrer.
3

Add new row

3. Add new row
Click in the Add new row line
Enter in the basic new referrer details by tabbing from one field to the next. Not all fields are required.
  • Last Name (required)
  • First Name (required)
  • Organisation
  • Provider ID
  • Source
  • Email
Tab off the end of the record, or press enter to add the new Referrer record
4

Referrer record details

4. Referrer record details
Click on the newly created Referrer Record to display it in the detailed information pane below
5

Find a Referrer

5. Find a Referrer
This Find option searches all fields in the Referrer table.
Enter in the search term
Click Find (or press enter on your keyboard).
Press Clear to remove the contents from the search field
All rows should now be displayed
6

Detailed information pane

6. Detailed information pane
Edit or add extra referrer information in here
7

Referrers Name

7. Referrers Name
Click in the field to edit the Referrers name or Organisation
8

Referrer's Contact Details

8. Referrer's Contact Details
Click in the field to add the Referrers Contact details
If an address is entered then a Suburb/Postcode MUST be entered
9

Provider ID

9. Provider ID
Click in the field to add the Provider ID
This is used on Invoices where the Referrers information is merged in.
10

Referrer Email

10. Referrer Email
Click in the field to add the Referrers Email
This is used to email Invoices to the Referrer
11

Referral Source

11. Referral Source
This is a customisable list that can be used capture information about where the referring organisation heard about your practice. This field is also available when capturing Referral information against a Client.
12

ATAPS Referrer Type & Code

12. ATAPS Referrer Type & Code
Used by ATAPS Psychologists only
13

Secure messaging provider

13. Secure messaging provider
Used to identify the messaging provider used by the referrer. This is so that information can be sent from myPractice to the Referrer using one of the Secure Messaging protocols rather than email.
14

Inactive

14. Inactive
Tick if the Referrer is no longer an active referrer. A Referrer can become Inactive for a number of reasons e.g. retired or moved location. Using the Inactive tick box enables the list of available Referrers can be managed. Once a referrer is linked to a Client Record they can not be deleted.
15

Print

15. Print
Prints the list of Referrers and includes only the fields displayed in the table list.
16

Export to Excel

16. Export to Excel
Exports the list of Referrers and includes only the fields displayed in the table list.
17

Linked records button

17. Linked records button
Lists the records linked to the record selected.
18

OK button

18. OK button
Click OK to save changes and to close the Data Maintenance window.
19

Cancel button

19. Cancel button
Click Cancel to disregard changes and close the Data Maintenance window.
20

Apply button

20. Apply button
Click Apply to save the changes and keep the Data Maintenance window open.