If you're using cases to manage a series of treatments, there's a good chance that you may need to add referral details! This will help you to keep track of which doctor sent this patient your way for these particular treatments, as well as when the referral expires.

This guide will walk you through the steps to set this up and make sure that the correct referral details are linked to each case. 👍 There are two ways to do this:

☝️Note: If you're processing Medicare claims through Cliniko and you want the referral details to show up on the claim form automatically, you'll have to add the referral details to the case.

Read on to learn how to add referral details to cases!

Add referral details to a case from the appointment screen

When creating a case (on the "new appointment" screen), be sure to make sure that Referral says "Yes":

From there, you can select from existing contacts, or create a new contact right from the case:

You'll also be able to set the issue and expiry dates:

Once the case is created, you can view the referral details on the case itself:

Add referral details to a case from the patient page

If you're adding or editing a case from the patient's details directly, the same process will apply—make sure that Referral is turned on. From there, you'll be able to add an existing contact, or create a new one—as well as set the issue and expiry dates:

Make sure that you save, and once again, you'll be able to see the referral details when viewing the case.

If you have questions on patient cases, get the answers here—or send a message to our support team, who can certainly help out! 💬


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