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Collaborator: Refer a Case to an Existing Doctor within the System
Select the "
Refer Case" icon: **note, you may not see all icons that appear above.
If you have already moved past the dashboard, select "
Cases" on your left hand menu as seen below- this will bring you to your Collaborator Dashboard: (click image above to expand) *MESSAGES ALERT: This message only applies to doctors ACCEPTING a case. If you are referring a case to another doctor, please IGNORE this message highlighted above.
Select the " Create a Case" option located on the far left menu, or select the "Create a Case" button located on the right below:
Select a Doctor you wish to refer to: **Please note you can only refer to a doctor, staff members will not show under this view. Once the case is referred, you can then ADD a staff member onto this case.
You can Search by Specialty, Procedure, Miles from your Practice
You can use the Search Bar to search for the doctor by Name or Practice
The first section of doctors will contain any doctors you have invited to use the system
"Other Specialists" will include ANY registered doctor within our system:
Once you find the correct doctor, select the "+ Send Case" button to begin:
Complete the referral form. Note, this referral form will vary depending on what specialty the doctor you are referring to is (OMS, Perio, Endo, etc):
Once you have completed the needed fields, select "Complete and Send" located at the bottom of the form:
This will send your referral information and x-rays (if any were uploaded) to your referred to doctor.
Here you will have a few additional options:
Add Attachments When you "
Create a Case", there is now also an option to " Assign Case to Self". This will allow you to submit a referral/case to yourself (This will mostly be useful to specialists as opposed to general practitioners). You can then add associated doctors onto the case, like the referring doctor.
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