Bulk Referral Process Instructions

1. Download the file from here
2. Open the csv file in your preferred editor (Excel, Google Sheets, etc.).
3. Once open, the file should look similar to this screenshot.
4. Fill in rows 2+ with the information of the patient(s) being referred (one row per patient) *Note: Only provide the Provider Name & Title if you are sending referrals on behalf of multiple providers at the same practice/organization
5. Save the file with your changes
6. Draft an email to [email protected]
7. Attach the saved csv file to your drafted email and include the following details in the email body:
   • Provider Name & Title (only needed if not added in the file)
   • Organization (required)
   • Zip Code (required)
   • Phone Number (required)
   • Email Address (required)
   • Fax Number
   • Direct Mail

Send the email to [email protected] and we’ll take care of the rest!