We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

OP Patient Portal Applications: Referrals -- Administration

Version 14.19

Referrals - Administration


To administrate this application, click the and select "Preferences" from the dropdown list. You will be able to choose from the following options:

  • Select the staff members that will receive messages submitted via this portlet - choose the staff members here that you would like to be in charge of writing or gathering referrals.
  • Specify the options that affect what the users will see when they use this portlet - In the text box, you can manually write in the names of insurance carriers that you would like to offer referrals for. Separate each one with a comma.
Version 14.10

Referrals - Administration


To administrate this application, click the and select "Preferences" from the dropdown list. You will be able to choose from the following options:

  • Select the staff members that will receive messages submitted via this portlet - choose the staff members here that you would like to be in charge of writing or gathering referrals.
  • Specify the options that affect what the users will see when they use this portlet - In the text box, you can manually write in the names of insurance carriers that you would like to offer referrals for. Separate each one with a comma.