Referrals Overview
Referrals 101
- Pre-screen overview
- Public profile and pre-screen overview
- How do I set up my public profile?
- How do I update my availability for prospective new patients/clients?
- How do I preview my public profile?
- How do I set up and edit my prospective patient pre-screen form?
- How do I remove questions from my intake form?
- How does the pre-screen process work?
- How can I accept or decline intake requests?
- What can I do after receiving a referral request?
- How can I filter my intake requests?
- How can I create a chart for a patient after receiving an intake request?
- How do I delete an intake request?
- How do I know what my pre-screen form looks like?
- How do I turn off my prospective patient/client intake form?
Advanced Topics
- Referrals FAQs
- How do I link my pre-screen form to my website?
- Is there a way to direct your public profile link to go to the "About me" tab instead of the "Request Consultation" tab?
- Can a self-pay option be added to the pre-screen form?
- How can I let my prospective clients know that I accept insurance?
- Why are my questions not showing up on my pre-screen form?
- How do I choose who gets notified when an intake request is received?