In this article, we will help you learn how to receive a referred patient and use the in-app chat feature.

When a sending physician refers a patient, the receiving physician’s office will receive an email with a link to the referral details page. Click on the link to be redirected to that page.

Once on the referral details page, you will see the patient’s information in the upper left hand corner of the screen. Use this information to follow your normal process for contacting the patient and confirming their appointment after receiving a referral.

Near the middle of the referral details screen, you should see three small tab options including “Referral”, “Appointment”, and “Chat.” Click on the chat option then begin typing your message in the toolbar that says “Type your message here…” Click send and wait for the other provider’s response.