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 Get portal link, Edit, Pause portal access (or Re-enable portal access) and Remove.
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.
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.Manage an existing referrer
Pause when someone is away or a relationship is on hold; remove only when they are gone for good.
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.
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.
Common issues
The referrer says their link no longer works
The referrer says their link no longer works
Either it was regenerated — which breaks the previous link immediately — or their access is Paused. Check the row’s status, then Get portal link and send them the new one.
They cannot see a result I completed
They cannot see a result I completed
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.
Could not email the link
Could not email the link
The message suggests the fix itself: copy it and share directly instead. Check the email address on the referrer’s record while you are there.
No referring doctors registered appears on the ordering form
No referring doctors registered appears on the ordering form
Nobody has been added yet. Add them here first; the ordering form only offers referrers from this list.
Commission statements is missing
Commission statements is missing
It is a Business-plan feature. Below that plan the button does not render and the page behind it shows Referral commissions is a Business feature. See Change your plan.
FAQ
Can a referrer see other doctors' patients?
Can a referrer see other doctors' patients?
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.
Why is the link only shown once?
Why is the link only shown once?
Because it is a credential, not a bookmark. Storing it for later retrieval would mean anyone who can open this page could collect every referrer’s access. Generate a new one instead.
Does removing a referrer delete their orders?
Does removing a referrer delete their orders?
No. The orders keep their history; they simply stop being linked to a referrer. Pausing is the reversible option if you are unsure.
Do preliminary results appear in the portal?
Do preliminary results appear in the portal?
No — only released results. A test that has not been completed is not published to anyone outside your laboratory.
Is there more on commissions and statements?
Is there more on commissions and statements?
Yes. The Diagnostics edition runs the same referrer network and documents statements and payouts in full — see Referring doctors.