How to Send a Referral After Completing a Curbside in the App

Providers can also initiate a referral immediately after completing a curbside.

To initiate a referral after a curbside, take the following steps:

  • Select “Refer to Specialist” as the plan immediately after completing a curbside

  • A pop-up will appear after selecting "Refer to a Specialist". You can either tap "Continue" to complete the referral in PicassoMD or tap "Exit" to go back to the home screen

  • If you choose to continue with the referral in PicassoMD, you will be taken to the referral screen. The provider with whom you did a curbside will be listed first, followed by your "Recent", "My Favorites", "Practice Favorites", and "Nearby Providers" (within 50 miles).
    • You can send referrals to a specific provider or, if you don't have a preference for a particular provider, to a practice's office where it will be assigned to an available provider at that location
    • You can search near any of your office locations or enter an address or even a city to search near. Providers and practices within 50 miles of the address will be shown.
    • Filter providers by accepted insurance carriers
      • When you've filtered by insurance, if a practice has yet to indicate what insurance they accept, you will see a grey question mark over the provider or practice's picture

  • After choosing where to send the Referral, enter your patient’s basic information and choose the acuity level for the referral (Routine vs urgent vs emergent).
    • Routine referrals are those that can be seen in 1-3 weeks.  
    • Urgent referrals should be seen within 1 week.  
    • Emergent referrals are those that need to be completed within 48 hours.
  • The final step is to confirm the information and send the referral.

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