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Outside clinicians send work to your laboratory, and they need to know what happened to it. Referring Doctors is where you register them: Each referrer gets a private portal link where they can follow their orders and pick up released results.

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What you’re looking at

Above the table: Search referrers…, which matches name, facility and email, and Add referring doctor. Hospitals on a Business plan also see Commission statements. Before you add anyone, the table explains itself: No referring doctors yet. Add one to generate their private results-portal link, then pick them on new orders so their results appear in the portal. Each row’s actions are Generate new link, Edit, Pause portal access (or Re-enable portal access) and Remove.

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Add a referring doctor

1

Select Add referring doctor

The dialog explains what saving does: A private results-portal link is generated when you save.
2

Enter their details

Name is the only required field — the example given is “Dr. Adaeze Okafor”. Facility (optional), Email (optional), Phone (optional) and Notes (optional) follow. Add the email if you want to send the link from inside ClinikEHR rather than copying it out.
3

Set a commission arrangement, if you have one

On a Business plan a Commission arrangement block appears: Percent of collected (%) on lab and imaging orders, and Flat per order. It is applied when you generate their monthly statement, not per order.
4

Select Add referrer

You get Referring doctor added, and the portal link dialog opens straight away.
5

Share the link

Copy link, Email link (only offered when you entered an email) or Share on WhatsApp. Then Done.
The portal link opens their results portal — anyone holding it sees that referrer’s orders. It is shown once, at the moment it is generated. If it is lost, generate a new one: doing so immediately stops the previous link from working, including for them, so share the replacement afterwards.

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Use a referrer on an order

Registering someone is only half of it. On the ordering form, under Additional Notes, set Referring Doctor / Facility to them. Attributed tests and completed results are what appears in their portal — an order raised without that field set never reaches them, however carefully they were registered. See Lab reports.

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Manage an existing referrer

Pause when someone is away or a relationship is on hold; remove only when they are gone for good.

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Who can do this

Role decides whether this page opens — owners, lab scientists, doctors, managers and nurses pass; anyone else is told You don’t have permission to manage Referring Doctors. Please contact your clinic administrator. An owner can also hide Laboratory from a role under Role navigation. Where per-person enforcement applies, it is opt-in: someone never saved in the permissions sheet is unrestricted, and the sheet warns “Saving starts enforcing”. A denied action is recorded in the audit log; an allowed one is not. See Staff permissions.

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Check it worked

  • The referrer appears in the table with Active status and a Link generated date.
  • They are offered in Referring Doctor / Facility on the ordering form.
  • After they open their link, Last portal visit fills in.
  • A test attributed to them and completed appears in their portal.

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Common issues

That message belongs to the Diagnostics edition, which has a referrer-portal permission to grant. A hospital workspace has no such permission, so if the page is empty for you it is the page’s own role list turning you away, not a permission — see the table above.
The order was not attributed to them. Set Referring Doctor / Facility on the order at the time it is raised; attribution cannot be added retrospectively from this page.
Nobody has been added yet. Add them here first; the ordering form only offers referrers from this list.
Commissions need the referral-network feature, and no Clinic & Hospital plan carries it — it ships with the Diagnostics edition from Business Lab upward. On a hospital the button is simply never rendered. See Change your plan.

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FAQ

No. The portal shows only orders attributed to that referrer. That is also why the link must be shared with them directly and never posted anywhere shared.
No. The orders keep their history; they simply stop being linked to a referrer. Pausing is the reversible option if you are unsure.
No — only released results. A test that has not been completed is not published to anyone outside your laboratory.
Yes. The Diagnostics edition runs the same referrer network and documents statements and payouts in full — see Referring doctors.