Creating Referral Coordinators
Overview: A Referral Coordinator (RC) is an administrative member of your practice who assists in managing referrals.
Referral Coordinators can:
- Access and manage referrals from the PicassoMD web app only (no mobile app needed)
- The web app is located at app.picassomd.com
- Send and receive referrals on behalf of your providers
- Communicate with providers and staff from other practices directly on the PicassoMD referral
- Save time on the phone and obtain consult notes faster
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 can be created by:
- Practice Admins for your practice
- Providers on the PicassoMD app
- The PicassoMD team, ask us for help!
How to Create a Referral Coordinator Role: Watch our Video
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 from support@picassomd.com
- Once accepted, they will be able to log into the PicassoMD web application
- We host weekly trainings for all new referral coordinators
