Medical Specialist Referrals

  • 1
  • Question
  • Updated 1 year ago
Is there anyone here who uses "Medical Specialist Referrals", in a multi-discipline environment?

I'm contemplating making the switch from the default referral set-up (entering referring Dr in the "Billing Details" tab), but note that Smartsoft advise that the default is best for Allied Health.  As we are a multi-discipline practice, I'd be keen to hear from others in the same situation.

Thanks :)
Photo of SydSportsMed

SydSportsMed

  • 63 Posts
  • 20 Reply Likes

Posted 1 year ago

  • 1
Photo of Andrew

Andrew, Community Manager

  • 344 Posts
  • 112 Reply Likes
The Medical Specialist Referrals feature is designed for medical specialists such as psychiatrists working within a psychology practice. We generally don't recommend that it is used for standard Allied Health billing as it creates extra overhead in managing referrals.

When this feature is enabled, each servicing practitioner needs to have a referral entered within the patient file, which is then recorded against each transaction. The default referrals system instead applies a single referral to the entire billing account, which is easier to manage.

Is there a reason you are looking at this feature?
(Edited)
Photo of SydSportsMed

SydSportsMed

  • 63 Posts
  • 20 Reply Likes
Hi Andrew,

I am looking at it, because we have Specialist Physicians (as well as Allied Health).  We have patients that see multiple modalities, and we have to create multiple billing accounts for each referral - which can be a nightmare when billing if the correct account isn't selected.

Also, the reporting function from the current set-up is not great.  And there are no standard letter tags for full details of the referring Dr (Practice Name, Address etc) when they are entered at the bottom of the "Billing Tab".

Just a few reasons (there are more).
Photo of Andrew

Andrew, Community Manager

  • 344 Posts
  • 112 Reply Likes
Hi SydSportsMed

In that case, Medical Specialist Referrals should be a good solution for you.

Please note that on enabling this feature you will need to re-enter the referring doctor details as it is a separate system.