ReferralPoint Academy
Learning how to use ReferralPonti
A short, guided training program. Watch each lesson, answer a quick knowledge check, and unlock the next step.
Sign in to start training12+ lessons in this module
The Curriculum
Three modules. One confident referral team.
Bite-sized videos and quick knowledge checks — most teams finish the whole program in under an hour.
Flat File Interface
Set up the data foundation — patients, providers, and networks — that powers every smart referral.
4 lessons~8 min
- Welcome! ReferralPoint Flat File Interface Overview
- Patient Demographics and Insurance File
- Internal Provider File Overview
- + 1 more
Provider Network
Build, rank, and manage your provider network so the best match surfaces first, every time.
5 lessons~11 min
- Add and Manage PCPs
- Provider Network Builder — Adding a new provider
- Provider Network Builder — Adding a second location
- + 2 more
Referral Insights
Process authorizations and let Auto Coordinator handle patient communication for you.
2 lessons~5 min
- How to Process Authorizations
- About Auto Coordinator
What you'll walk away with
By the end, your team can run referrals on autopilot.
No fluff. Every lesson maps to something you'll do in ReferralPoint the same day.
Unlock all lessonsFree for ReferralPoint customers
- Submit clean flat files on the first try
- Add and rank providers in minutes
- Match patients with their ideal specialist
- Process authorizations without delays
- Let Auto Coordinator close the loop
- Keep your PCP list always current
12+
Guided lessons
3
Core modules
~25 min
Total runtime
100%
Self-paced