Adding Office Referral Requirements to an Office Listing

Many specialist offices require specific patient information in order to schedule an appointment. An Office Admin can specify the requirements by an office in the Manage Offices section of Office Admin. This information will then display to the referring offices once they select one of your providers as the specialist. 


How to Add Requirements to An Office Profile

  1. Click Manage Offices.
  2. Find the office for wish you wish to update required documentation. Scroll until you see the Manage column, click the gear icon and select Edit Required Documents.

  3. Type in any pertinent information about specific documentation your office requires in order to schedule an appointment.

  4. Click Save Changes.

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