Set up referral relationship management

Set up and manage doctors and hospitals that refer patients to your practice.

Set up doctor classifications

How doctor classifications are used is determined by what is best for your practice. One possible use for this field is to enter the referring doctor’s specialty. Example: Dermatologist, cardiologist

Navigate to Lists > Referrals > Doctor Classifications.

1. Click New.
2. Enter the description of the classification.
3. Click OK.

Doctor list/information

You must set up a record in your system for each referral doctor (RDVM) your practice works with. A doctor must be associated with a hospital. If necessary, you may wish to set up a hospital in Cornerstone called “no affiliation” if you have a provider not associated with a hospital. Doctors may also be associated with more than one hospital.

Find and view referral veterinarian information

Navigate to Lists > Referrals > Doctors

Use the search filters to search for a doctor. The matching names will be displayed on the list. Review and/or update information on the tabs.

• Personal Information: View and update personal information for the doctor and indicate the doctor’s communication preferences.
• Hospitals: View and update hospital information for the doctor and indicate the doctor’s communication preferences.
• Patients: View checked in/checked out patients referred by this doctor. Double-click a patient to open the Patient Clipboard.
• Sales: View monthly sales generated based on referrals from this doctor. For each monthly period, view the number of new patient referrals and recheck referrals.
• Notes: Add, edit, or view notes associated with the doctor and see the date of the first referral associated with the doctor.

Add or update a referral vet

Navigate to Lists > Referrals > Doctors.

1. Click New to add a doctor or, select a doctor from the list and click Update.
   • If adding a new doctor, enter the doctor ID in the ID field, or click the + icon to assign the next available ID.
   • If updating a doctor, continue to the next step to update information, as needed.
2. Enter the doctor’s information in the Title and name fields.
3. Status defaults to Active for a new doctor. Do not change to inactive, unless you are not receiving referrals from this doctor.
4. Select the doctor’s classification from the drop-down list.
5. On the Hospital tab, enter the hospital’s ID number or press F2 to select the hospital this doctor is associated with.
   Note: A hospital must be created before it can be selected.

Delete a referral vet

Doctors associated with patients cannot be deleted.

Navigate to Lists > Referrals > Doctors.

1. Select the doctor to remove and click Delete, or right-click and select Delete.
2. On the confirmation message, click OK.

Hospital list/information

Before using the Referral Relationship Management feature, set up records in your software for those hospitals with which your practice has a referral relationship.

Find and view referral hospital information

Navigate to Lists > Referrals > Hospitals.

Use the search filters to search for a hospital. The matching names will be displayed on the list. Review and/or update information on the tabs.

• Information: View and update information about the hospital and indicate the hospital’s communication preferences.
• Doctors: View information about doctors (RDVMs) associated with the hospital. Double-click a doctor to open the Doctor Information window, or click the view details link.
  
  
• Patients: View checked in/checked out patients referred by the doctor. Double-click a patient to open the Patient Clipboard.
• Sales: View monthly sales generated based on referrals from this hospital. For each monthly period, view the number of new patient referrals and recheck referrals.
• Notes: Add, edit, or view notes associated with the hospital and see the date of the first referral associated with the hospital.

Add or update a referral hospital

Navigate to Lists > Referrals > Hospitals.

1. Click New to add a hospital or select a hospital from the list and click Update.
   • If adding a new hospital, enter the doctor ID in the ID field, or click the + icon to assign the next available ID.
   • If updating a hospital, continue to the next step to update information as needed.
2. Enter the hospital’s name in the Name field.
3. Status defaults to Active for a new hospital. Do not change to inactive unless you are not receiving referrals from this hospital.
4. On the Information tab, do the following:
   • Select the check boxes for each of the hospital’s communication preferences and complete the applicable information.
   • To update or add a phone number, double-click a line in the Phone area, or right-click and select an option.
   • Click Primary to indicate the primary phone number.
5. Click the Notes tab and enter any notes about the hospital.
6. Click OK when finished.
7. If needed, access the Doctor list and assign doctors to this hospital.

Delete a referral hospital

You cannot delete a referral hospital if it is associated with a patient record.

Navigate to Lists > Referrals > Hospitals.

1. Select the hospital to remove and click Delete, or right-click and select Delete.
2. On the confirmation message, click OK.

Additional information

Related reports

These Cornerstone reports provide information from the actions outlined in this article. Each report has its own security access under the Reports tab of the Security Setup window.

• Referral Doctor Master Report
• Referral Hospital Master Report
• Referral summary reports
• Referral revenue reports

Resources

• Referral relationship management quick reference guide