How to create a list of referral Consultants

This article will explain how details of referral consultants and hospitals can be created.

A list of referral consultants and hospitals can be created so that details can be easily selected when creating a referral for a client.

 

To create a list of Hospitals

  • From the top bar click More > select Referral Consultants > click Hospitals.
  • On the Manage Hospitals page, select New Hospital.
  • Enter the Hospital details and then click on Create Hospital.
  • Mandatory fields are denoted by an asterisk (*).
  • Hospitals that are created can be viewed, edited or deleted later.


To create a list of Consultants

  • From the top bar click More > select Referral Consultants
  • From the Manage Consultants page, select New Consultant.
  • Enter the Consultants details and then click Create Consultant.
  • Is is optional to associate a consultant with a hospital
  • Fields that are mandatory are denoted by an asterisk (*).
  • Consultants created can be viewed, edited or deleted later.