How do I retrieve a referral if I don't have a Practice Fusion account?

Practice Fusion’s electronic referrals makes it easier to securely collaborate with any health care professional in the US. If you don’t have a Practice Fusion account yet but received a referral from someone on our network, follow the link in the email you received to navigate to our platform. Upgrade your account to consolidate your records and log in more quickly for future referrals.

Claiming your referral

1. If you receive a referral from a practice who has your email address on file, click the Retrieve referral link within the email notification.

You may also receive a notification by fax. To access your referral, type the web address (URL) listed under Retrieve referral online into your browser window.

2. Enter your email address and fax number, then click Retrieve your referral.

Note: If you receive several referrals, we recommend using one email address to claim your referrals.

3. You’ll be directed into your account to view the referral. The referral will include patient and referring physician information, as well as attachments containing information such as diagnoses, medications, allergies, lab results, and continuity of care documents.

4. Send a message to the referring provider by clicking Reply. Complete the message field, then click Send.  Note: If the referring provider replies to your message, you must log into your account again via the link within your referral notification email to view the message.

Frequently Asked Questions

Once I’ve claimed a referral, how can I access it at a later time?

You can view your referral again by selecting the Retrieve referral button within the original email notification or by entering the URL listed on the fax notification.

Why do I need to access referrals within 14 days?

To ensure patient security, we require all electronic referrals to be accessed within 14 days as a HIPAA precaution to prevent records from being accessed, viewed, or shared without your express consent.

How long do I have to review the referral once it has been claimed?

To retain access to your referral after 30 days, you can upgrade your account.

If I have received multiple referrals, how can I consolidate them into one account?

Any referrals that have been claimed using the same email address will be accessible in your account once you have upgraded your account. You can review all referrals from the Messages section of your EHR by selecting the Referrals tab.

EHR Features

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  2. How do I train my practice on the EHR?
  3. How do I schedule a new appointment?
  4. How do I upload documents?
  5. How do I update my appointment schedule?
  6. How can I customize my default appointment time and the appointment slots on my schedule?
  7. How do I schedule recurring appointments?
  8. How do I change appointment status in the scheduler?
  9. What is the appointment reminder process?
  10. What reports are available in the EHR?
  11. How do I send a referral?
  12. How do I export patient demographics from Practice Fusion to an Excel file?
  13. How do we integrate our product or service with Practice Fusion?
  14. How do I use the Patient Lists report?
  15. How can I access Practice Fusion on my tablet?
  16. How can I re-fax a failed fax referral?
  17. Do we receive a notification when a patient requests an appointment?
  18. Where can I change or add appointment types?
  19. How do I find a patient's past and future appointment?
  20. How do I create a block on the schedule?
  21. How is a patient notified of appointment status?
  22. Is scanning patient information into Practice Fusion legal?
  23. How do I create a custom Simple note?
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  25. How do I run or export reports?
  26. How do I get an alphabetical list of patients?
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  28. Using Voice Dictation on the iPad
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  31. How do I create a Help Ticket for the Customer Service team?
  32. How do I view and print my daily schedule?
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  35. How can we organize documents?
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  37. How do I recover a deleted appointment?
  38. How do I color code the scheduler?
  39. What information will display when I print the Appointments sheet?
  40. How do I schedule time for non-provider staff?
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  42. How can I hide inactive users in the Schedule?
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  55. How do I create custom document types?
  56. How do I delete custom document types?
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  62. Is private training available?
  63. How do I use the help menu drop down?
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  66. How do I update an appointment's confirmation status in the schedule?
  67. What is the Prescription Report?
  68. How do I submit an idea?
  69. How do I use the Appointment report?
  70. How do I use the new Patient List Report?
  71. How do I batch export CCD files for a subset of my patients?
  72. How do I use pinned notes?
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  74. How do I connect to Healthix Health Information Exchange?

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