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Register the doctors and facilities that send you tests, attribute each order to the person who sent it, and hand them a private link where they follow their own work. The page puts it plainly: “Register the doctors and facilities that send you tests. 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

One table with a toolbar above it. The toolbar holds a search box — Search referrers… — and Add referring doctor; on the Business Lab plan a Commission statements button sits beside them. A date you do not hold renders as —, so a fresh referrer is blank under both date columns. The row menu, under Actions, offers Generate new link, Edit, Pause portal access / Re-enable portal access, and Remove. The empty state. A new lab reads 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. A referrer who exists but has no work yet sees, in their own portal, No orders have been attributed to you yet. Once the laboratory registers your next referral, it will appear here.

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Add a referring doctor

1

Open the form

Select Add referring doctor. It tells you what saving will do: “Register a referring doctor or facility. A private results-portal link is generated when you save.”
2

Enter who they are

Fill Name (for example Dr. Adaeze Okafor) — the only required field — and, where you have them, Facility (optional), Email (optional) and Phone (optional). The email is what lets the lab send their portal link for you rather than you pasting it somewhere. Notes (optional) takes anything the next person needs to know.
3

Set a commission arrangement, if you pay one

On the Business Lab plan the form carries a Commission arrangement block: “Percent is on the collected amount of lab and imaging orders; the flat amount applies per referred order.” Fill Percent of collected (%) and Flat per order, or leave both at zero if you do not pay this referrer — see Referral commissions. Below Business Lab the block is not shown, and editing a referrer there leaves any existing arrangement untouched.
4

Save

Select Add referrer (or Save changes when editing). The toast reads Referring doctor added — or Referring doctor updated — and their portal link is offered straight away.
The link is shown only at the moment it is generated, and there is no way to retrieve the existing one. Open the referrer’s row menu and select Generate new link; the confirmation asks Generate a new portal link? and spells out the cost — “Generating a new link for {name} will immediately stop the previous link from working — share the new one with them afterwards.” Select Generate new link and the Portal link for {name} dialog opens. That dialog repeats the rule that governs this whole page: “anyone with the link can see their referred orders, so share it directly with them only.” From it you can copy the link — the toast reads Portal link copied — select Email link to have the lab send it to the address on file, select Share on WhatsApp, or select Done. Email link is offered only when the referrer has an Email (optional) on their record; a successful send toasts Portal link emailed to {email}.
The menu item read Get portal link until August 2026 — which is exactly what someone clicks when a referring doctor says they have lost theirs, and it silently killed the link that doctor was still using. It is now named for what it does.The portal link is a bearer link and generating a new one rotates it. Anyone holding the current link can open that referrer’s account and see every order attributed to them, so share it with the doctor directly and never in a group thread. Generating a new link is also the fix if one is ever exposed — but it invalidates the link the doctor already holds, immediately, without telling them.
If the send fails you will see Could not email the link — copy it and share directly instead, or Could not copy the link — select and copy it manually. Both are recoverable: the link in the field is the real one.

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Attribute work to a referrer

A referrer only sees orders that name them. Pick them on the lab intake form or the lab order form when the work is registered — see Register a test request and DOT testing. Nothing is attributed retrospectively, so the habit has to start at the front desk.

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What the referrer sees

Their portal opens with your lab’s name over Referring-doctor results portal, greets them with Welcome, {name}, and explains its own scope: “Orders you referred and their released results. Contact the laboratory on {phone} for anything urgent.” Work is split into tabs by type, each carrying its count — Laboratory ({n}), Imaging ({n}) and Drug Testing ({n}) — and a tab with nothing in it is not shown at all. A released order is badged Result ready and can be taken away with Download report (PDF). Lab results appear as a table of Parameter, Result, Reference range and Flag, where an out-of-range value is badged Critical or Abnormal and an in-range one reads Normal in plain text. The footer reminds them whose link it is: “This is a private link intended for {name}. All access is logged.” Only released results appear. Work in progress, and results that have not been released to them, are not in the portal — which is why an urgent critical value is still a phone call, not a link.

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Who can do this

One permission governs this whole screen — Access the referrer portal. What sits beside it, commissions, is governed by role and plan instead. Without Access the referrer portal the screen does not error — it reads Referring doctors are hidden, with Needs authorisation from your clinic owner or manager. beneath it. There is no per-report release, and no permission for one. A toggle named Release a report to a referrer sat in the Diagnostics catalogue until August 2026 and no screen ever read it; it was removed. The portal shows a lab test once it is Completed and an imaging study once it is Reported — signing the work out is the release, so the grant that governs it is Verify and authorise results. A Lab Scientist holds neither referrer grant, and is refused Referral Commissions outright with You don’t have permission to manage referral commissions. Please contact your clinic administrator. A QC Officer is review-only by design and holds neither grant. Two behaviours surprise people:
  • Enforcement is opt-in, per person. Somebody never saved in the permissions sheet is unrestricted, and the sheet warns “Saving starts enforcing”.
  • A denied action is recorded; an allowed one is not. A referral figure you are not permitted to see renders hidden or as a dash, never as a zero.
See Permissions.

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Check it worked

  • The referrer appears in the table badged Active.
  • Link generated carries today’s date after you generate a link.
  • Attribute a test request to them, release the report, and it appears under the matching tab in their portal — see Produce and release a report.

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Common issues

You do not hold Access the referrer portal. The card adds Needs authorisation from your clinic owner or manager — the wording is shared across editions. An owner or manager grants it; see Permissions.
Either the orders were never attributed to them — the referrer has to be picked on the intake or order form — or the results have not been released yet.
That button appears only on the Business Lab plan, which is also what reveals the Commission arrangement fields on the form — see Referral commissions and Change your plan.
The dialog warned what would happen: “Their portal link stops working immediately. Orders already attributed to them keep their history, but will no longer be linked to a referrer.” Re-adding the doctor gives you a fresh record rather than restoring the old attributions.

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FAQ

No. The portal shows only orders attributed to that referrer, and nothing else in your lab. Two doctors at the same facility each get their own link and each see only their own work.
No. The link itself is the credential, which is exactly why it must be shared with them directly and rotated if it leaks. There is nothing for them to remember and nothing for you to reset.
Attribution is made on the intake or order form when the work is registered. Get it right at the front desk — an order that was never attributed will not appear in the portal or on a commission statement.
Pause portal access stops the link working and keeps everything else. Remove deletes the referrer record; past orders keep their history but lose the link to a referrer. Pause when a doctor is on leave, remove when the arrangement has ended.
No — they are separate acts on separate surfaces. Releasing to a referrer puts the report in that doctor’s portal only; see Produce and release a report.