Referring Practitioners

Referring Practitioners can be pre-defined in a similar way to standard Practitioners so that regular referrals can be referenced easily when recording a patient's visit.

Referral details can also be added to Accounts, Receipts, and Statements.

Before you can use Pracsoft's referral features you must enable the option via Global Settings.

The following instructions explain how to create referring practitioner records.

What if the Practitioner sending the referral is also the Practitioner receiving the referral? When a patient is invoiced for a non-standard service such receiving a diagnostic X-RAY, the practitioner performing the service indicates who the referring practitioner is. Typically this is a different practitioner, a different person. However, it is possible for the practitioner who refers the patient to be the same person who performs the non-standard service. In other words, in rare circumstances, it is possible for a practitioner to refer their patient to themselves, acting in another capacity. In such cases, the practitioner must be added to Pracsoft a second time, as a Referring Practitioner, so that when they invoice the patient for the non-standard service they perform, they can select their other record as the referral. It is not sufficient to simply maintain a single Practitioner record which indicates their LSPN, because to do so means that every time you want to invoice a patient, you will be required to indicate a referral, and this isn't necessarily what you want to happen every time. Below are instructions for invoicing where the Referring Practitioner is self-referred.