How To Add Referring Doctor/s To Your Patients Profile? – MetaOptima Technology Inc

As a user, you can add referring doctors to your patient profiles, making it quicker to generate PDFs for emailing.

Preconditions:

1. For referrers who are DermEngine users - please connect to this doctor through the referral network.

2. For non-DermEngine users - there is an opportunity to add this doctor. Please take a look at step 2.

From the patient landing page, click on the patient profile
Type in the referring doctors name, it should pre-populate for you. Select save changes.

Alternatively, if the Dr is not using DermEngine, you can manually create the Referring Doctor(s) profile. Select save changes.
The outcome of this action will be that the referring doctor's details are pre-populated under providers when generating emails through the timeline workflow.

To learn how to send timeline reports and cover letters, please refer to this FAQ.