Bulk Referral Process
- Download the file from here
- Open the csv file in your preferred editor (Excel, Google Sheets, etc.).
- Once open, the file should look similar to this screenshot.
- 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
- Save the file with your changes
- Draft an email to [email protected]
- 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!