Skip to main content

Patient Referral Settings

For Vetera Referral Portal setup instructions and settings, see Referral Portal Setup.

Note: To access Settings, select the clinic location name in the top left corner, then select Settings from the menu that opens. Note that Settings is only visible to users with the appropriate permissions. If you don't see Settings, contact your practice administrator to check your access.

Settings > Clinic location > Patient referrals

  • Enable patient referrals: When this setting is selected, the patient referrals function for received referrals is available in Vetera.

  • Enable referral patient tagging: When this setting is selected, you can add referral tags which will be automatically added to a patient when a referral is created on the Patient Referrals dashboard or a consultation is started for a referred patient.

  • Copy the referrer from a previous consultation: When this setting is selected, the referring organisation or veterinarian is automatically copied from the previous consultation when a referral is created for the same patient.

  • Include owner info in patient referral email and history PDF: When this setting is selected, the patient owner information in the patient referral email and patient history PDF file.

See Also

Did this answer your question?