> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Referring doctors and their portal

> Register the doctors who send you work, attribute orders to them, and give each one a private portal where they collect released results.

export const AuditNote = ({action = 'This action'}) => <div className="ck-callout ck-callout--info" role="note">
    <p className="ck-callout__body">
      {action} is written to your workspace's audit log with your name, the
      record touched and the time — a HIPAA requirement, and one you can review
      yourself under <strong>Audit Log</strong>. See{' '}
      <a href="/platform/security/audit-log">Audit log</a>.
    </p>
  </div>;

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['lims']} plans="All plans" roles="Anyone granted “Access the referrer portal”. Releasing a report to one needs “Release a report to a referrer”." />

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."

<Path steps={['Sidebar', 'Referring Doctors']} />

<TaskHeader before="The referring doctor's name, and their email if you want the lab to send them the link" time="2 minutes per referrer" after="A registered referrer with a working portal link, ready to be picked on orders" />

## Add a referring doctor

<Steps>
  <Step title="Open the form">
    Select **Add referring doctor**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](/lims/business/commissions).
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Give them their portal link

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

<Warning>
  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.
</Warning>

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.

## 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](/lims/lab/test-requests) and [DOT testing](/lims/dot/index). Nothing is attributed retrospectively, so the habit has to start at the front desk.

## 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.**

## 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

<AuditNote action="Opening a referrer's orders and results" />

## 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](/lims/lab/reports).

## If something goes wrong

<AccordionGroup>
  <Accordion title="The page reads “Referring doctors are hidden”">
    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](/platform/team/permissions).
  </Accordion>

  <Accordion title="The referrer says their link stopped working">
    Someone generated a new one. Only the newest link works. Open **Get portal link**, generate, and send them the fresh link. Check too that their status is **Active** rather than **Paused**.
  </Accordion>

  <Accordion title="Their portal is empty but you know you ran their work">
    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.
  </Accordion>

  <Accordion title="Email link is not offered">
    There is no **Email (optional)** address on the referrer. Add one with **Edit**, or copy the link and send it yourself.
  </Accordion>

  <Accordion title="Commission statements is missing from the toolbar">
    That button appears only on the Business Lab plan — see [Referral commissions](/lims/business/commissions) and [Change your plan](/platform/plans/change-plan).
  </Accordion>
</AccordionGroup>

<StillStuck topic="a referrer portal link" />