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Referrals

  • How do I set up and edit my prospective patient pre-screen form?
  • How do I set up my public profile?
  • How do I link my pre-screen form to my website?
  • How does the pre-screen process work?
  • Public profile and pre-screen overview
  • How do I preview my public profile?
  • Referrals FAQs
  • How do I remove questions from my intake form?
  • Pre-screen Overview
  • How can I accept or decline intake requests?
  • What can I do after receiving a referral request?
  • Is there a way to direct your public profile link to go to the "About me" tab instead of the "Request Consultation" tab?
  • How do I update my availability for prospective new patients/clients?
  • How do I turn off my prospective patient/client intake form?
  • How do I delete an intake request?
  • Can a self-pay option be added in the pre-screen form?
  • 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?
  • How do I know what my pre-screen form looks like?
  • How can I create a chart for a patient after receiving an intake request?
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