Learning how to use ReferralPonti
A short, guided training program. Watch each lesson, answer a quick knowledge check, and unlock the next step.
Module 1
Building Your Interface
- Lesson 11 min 21 sec
Welcome! ReferralPoint Flat File Interface Specification Overview
An introduction to the ReferralPoint Flat File Interface and the files you'll be working with.
- Lesson 22 min 34 sec
Patient Demographics and Insurance File Instructions
How to format and submit the patient demographics and insurance flat file.
- Lesson 31 min 32 sec
Internal Provider File Overview
How to build and submit your internal provider file so your own providers appear in ReferralPoint.
- Lesson 41 min 48 sec
Preferred Provider Files — Network files
How to submit your preferred provider / network files to drive smart referrals.
Module 2
Provider Network
- Lesson 53 min
Add and Manage PCPs
How to add new primary care providers and keep your PCP list up to date in ReferralPoint.
- Lesson 61 min 16 sec
Provider Network Builder — Adding a new provider
Search the network, create a new provider record, and capture the address, insurance, and specialty.
- Lesson 71 min 7 sec
Provider Network Builder — Adding a second location
Add an additional practice location to an existing provider record.
- Lesson 83 min
Have Your Organization Rank Providers
Let your team score and rank providers so the best matches surface first on every referral.
Module 3
Referral Insights
- Lesson 92 min 14 sec
Patient IdealMatch
How ReferralPoint's Patient IdealMatch uses your flat file data to match patients with the right providers.
- Lesson 103 min
How to Process Authorizations
Walk through processing referral authorizations in ReferralPoint from start to finish.
- Lesson 112 videos
About Auto Coordinator
Meet Auto Coordinator — see how she helps you communicate with the patient once a referral has been initiated.