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Use the address search via express referral

Quickly auto-fill address details in referrals using the new address search feature.

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Written by Connor Baeza
Updated over 3 months ago

Manually entering addresses can be time consuming. With the new address search feature, you can auto-populate address fields directly from the database saving time and reducing errors.


Step by step guide

  1. Go to Client Tools and click Express Referral.

    • If you're a referral agent, go to Healthcare Tools instead.

  2. Answer the following questions:

    • Are you referring on behalf of someone else?

    • Please select your referral hub.

    Note: If you're a referral agent making a referral from a healthcare establishment, this screen will be skipped.

  3. Click Proceed to Referral Details.

  4. In the Address Details section:

    • Start typing the address in the Search for address field.

    • Select the relevant address from the dropdown.

  5. Continue filling out the referral form and click Generate Referral.

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