Referral Coordinators
Overview: A Referral Coordinator (RC) is an administrative member of your practice who assists in managing referrals.
Referral Coordinators can:
- Receive new referrals by email
- Access and manage referrals from the PicassoMD web app
- Chat with providers and staff from other practices
- Send new referrals on behalf of your providers
- Receive a daily email with the status of recently received referrals
Referral Coordinators cannot access the mobile PicassoMD app
Referrals Coordinators can be configured to have access to referrals for:
- An entire practice
- Specific office locations
- Individually selected providers
Creating a Referral Coordinator
Referral Coordinators (RCs) can be created by:
- Practice Admins
- Providers
How to Create a Referral Coordinator Role:
Note: Only Practice Admins and Providers can add Referral Coordinators to your practice.
To create a Referral Coordinator:
- From the PicassoMD web app, click 'My Practice' from the left navigation tab.
- Next, search and select the practice and click on the ‘Admins’ tab. Here, you can see all the current Practice Admins and Referral Coordinators.
- Click 'Create New Admin' and provide the required information for the Referral Coordinator you are creating.
- Under ‘Practice Permission’ select 'Referral Coordinator'.
- Next, choose whether this person should have access to referrals for your entire practice, specific office locations (you must specify one or more locations), or specific providers (you must specify one or more).
- The newly created Referral Coordinator will receive an invitation by email. Once accepted they will be able to log into the PicassoMD website.
