How to Add a Provider to the Client Information: External Referral List

If the provider you are trying to make an external referral to is not in the system or has incorrect information, follow the steps below:

  1. Navigate to the Client Information screen.
  2. Click the External Referral tab.
    the External Referral tab
  3. Click the Open PC Providers button.
    Open PC Providers button
  4. Click New.
    Click New
  5. Complete the form.
    Note: To Add an organization, you do not need to complete the First and Last name fields.
  6. Click Save.
    Click Save