New Referral Instructions
User Manual:
Open the PDF directly: View PDF 
.
Page Count: 1
!
!
!
1!
Adding!New!Referrals!
!
1. Click!on!the!“New!Referral”!tab!at!the!top!of!the!page!
2. Fill!out!their!name!and!specify!as!much!information!as!you!can.!.!At!least!the!
phone!number!and!email!are!required!so!that!we!can!contact!them!if!necessary.!!!
3. In!the!“Notes”!section!write!any!notes!about!the!patient!that!may!be!helpful!or!
necessary.!SalesForce!is!a!secure!site,!so!only!ClearChoice!employees!that!need!
to!will!see!the!notes!
4. Click!“Submit!Referral”!!
5. At!this!point!there!are!two!options.!You!can!check!“Request!Contact”!and!
ClearChoice!will!be!notified!to!call!or!email!the!patient!!
6. Or!you!can!click!“Schedule!Patient!For!Consult!Now”!and!search!for!available!
time!slots.!!
7. Once!you!schedule!your!patient!you!will!see!this!screen.!The!center!will!be!
notified!of!the!appointment,!the!patient!will!get!an!email!from!ClearChoice!and!
their!appointment!will!be!confirmed.!!
