Back to TidyClinic Guides

Set up referrers

This guide explains how to set up referrers. These are Doctors who refer patients to your clinic. For example, a general practitioner may refer a patient to an Otolaryngologist if the patient's ear condition requires specialised treatment beyond the General Practitioner's scope.

Want to view this guide all at once?

Download PDF

Step 1.

Head to Settings> Patients and click Referrers.

Click Add new referrer.

Step 2.

This will open a pop-up box where you can create a Referrer.

This information is used for keeping track of referrers. If additional information is required,  you can ask them via the contact details supp add.

Click Save and create once complete.

Step 3.

Click on a referrer to edit or delete them.

Related Guides

Want to learn more? Check out these related guides

All TidyClinic Written Guides

Setup

Learn how to set up your Tidy account

Patients

Learn how to manage patients within your Tidy account

Calendar

Learn how to manage your calendar within your Tidy account