Locate Referring Provider Information on Your Client

You can add all referring providers first under Settings and then assign the referring provider  and view under the client's chart. To learn how to add and assign referring providers refer to this article. 

To view (locate) referring provider's information on your client follow these steps:

Step 1: Click on Clients.

Step 2: Click on the eye icon next to the name of the client or start typing the name of your client in the upper Client search bar. Select the client and this will open the chart.

Step 3:  Next click on Client Details< Details.

Step 4:  The form will show referring provider. Click on edit if you wish to Add or Edit the Referring Provider Information.

Step 5: Click on Save Changes once complete.