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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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Add a referring doctor

1

Open the form

Select Add referring doctor.
2

Enter who they are

Fill Name (for example Dr. Adaeze Okafor) and, where you have them, Facility (optional) (for example Sunrise Medical Centre), Email (optional) and Phone (optional). The email is what lets the lab send their portal link for you rather than you pasting it somewhere.
3

Set a commission arrangement, if you pay one

On the Business Lab plan the form also carries Percent of collected (%) and a flat amount per order. Leave both at zero if you do not pay this referrer — see Referral commissions.
4

Save

The toast reads Referring doctor added (or Referring doctor updated when you edit an existing one), and their portal link is offered straight away.
The link is shown only at the moment it is generated. To obtain one later, open the referrer’s row menu and select Get portal link; the confirmation asks Generate a new portal link? and warns that generating a new link “will immediately stop the previous link from working”. Select Generate new link and the Portal link for {name} dialog opens. From that dialog 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
  • select Done to close
The portal link is a bearer link: anyone holding it can open that referrer’s account and see every order attributed to them. Share it with the referrer directly, never in a group thread or a shared inbox, and if it is ever exposed generate a new one — which invalidates the old link immediately.
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 {lab} · 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 with counts — Laboratory, Imaging and Drug testing. Lab results appear as a table of Parameter, Result, Reference range and Flag, with values marked Critical, Abnormal or left unmarked when normal. 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. Until you attribute anything, their portal reads No orders have been attributed to you yet. Once the laboratory registers your next referral, it will appear here.

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Managing the list

The table shows Referrer, Contact, Status, Last portal visit and Link generated. Last portal visit is the honest answer to “did they ever use it”. The row menu also offers:
  • Edit — change their details or commission rates
  • Pause portal access / Re-enable portal access — stops the link working without deleting anything
  • Remove — their link stops working immediately; orders already attributed keep their history but are no longer linked to a referrer

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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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If something goes wrong

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. Only released results reach the portal.
That button appears only on the Business Lab plan — see Referral commissions and Change your plan.