When you create a new establishment; you can start referring people before you have staff members set up by using proxy referral agents, giving you greater flexibility, and allowing you the time you need to set your staff up properly.
Prerequisites
Before creating a proxy referral agent, you need to have User Access rights on your licence. If you’re missing this, speak to your administration user.
Set up a proxy referral agent
To start setting up a proxy referral agent, follow these simple steps.
Click Administration then click Users.
Click Create New User and fill out the mandatory information using the table below.
On the HCP Establishment field, select the establishment to link them to.
On the Healthcare Professional field, select Health Worker then click Save.
Field | Information to enter |
Login name | Name of your establishment. |
First name | Name of your establishment. |
Surname | Name of your establishment, then (Referral Agent). |
Gender | Other. |
Address | Your establishment’s address. |
Town | Your establishment’s town. |