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Use the address search via express referral

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

Written by Connor Baeza

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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