The following will need to be done on the Central Administration domain before you will be able to activate external providers from the provider domain.
- Login to the Central Administration domain
- Go to Administrative Options>Provider/User Manager
- Expand "Real-Time Providers", then expand your provider's name
- Expand *Provider's* Permissions, then expand "Data Entry"
- Expand "Referral"
- Right click on "Activate External Provider" and select "Grant"
- Expand "Users" under your provider name
- Expand the account name you want to grant the permission to
- Expand "Data Entry", then "Referral"
- Right click on "Activate External Provider" and select "Grant"
- Click "Save" and then "Close"
- Log off the Central Administration domain
Login to the provider domain to complete the following addition of an active external provider.
- Login to the provider domain
- Find the client who you want to add an external referral for
- Change to the "Referrals" tab, then change to the "External Referrals" tab
- Click "New Referral"
- Click "Add" next to "Refer-To-Provider"
- Click "Add New Provider" and provide the new provider's name, then click "Save this Provider"
- Check the box in the "Active" column for the newly added provider
- Add any additional providers you need to, then click "Save Current List and Exit"
- Choose the "Refer-to-Provider" from the pull down list then select the "Referral Status" and "Referral Date"
- If you do not have a "Referral Class", then click on the ellipsis box next to it.
- Click "Add", then provide the referral class name
- Click "Save" and continue adding the necessary classes for your provider
- When finished adding the referral classes, click "Save Current List and Exit"
- Choose the "Referral Class" from the pull down menu
- Select the appropriate Service Category, add any necessary comments, and then click "Save" if the referral is not yet completed.
Back to
Client TierReturn to the
Frequently Asked Questions