A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.

When the Referring Providers Field is activated in Fields, Providers may add the name of a referring provider. The Flags management tool allows you to create a list of referring providers that they may add from using an auto-complete field. You may also report on Referring Providers.

Manage Referring Providers

1. From the Administration Section, click the Settings View.


2. Click the REFERRING PROVIDERS management tool.


3. To add a Referring Provider, type the Provider’s information into the Add New Referring Provider box and click ADD. NOTE: The only required field is Last Name.


4. To remove a Referring Provider, click X DELETE located to the right of the Provider’s information.