Referring Provider Locations

How to manage referring provider locations

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Written by Rachel
Updated over a week ago

In this article you will learn how to add and manage referring provider locations.

This feature allows you to add one or many locations to a referring provider record in order to track orders across different provider locations.

To add a location to a referring provider go to Management>Organization>Referring Providers and select a record.


Here you can enter one or multiple location details for the referring provider.

You can click on the pencil to enter a location name such as the practice name per location. This will allow you to report on not only by the referring provider but the office location as well.

In addition you can assign a sales rep per location. In the event your sales team overlaps in assignment to a referring provider, adding a sales rep on the location level will allow you to report accordingly.

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