Cases help you to organise appointments, supporting activities, class passes, client injuries, Medicare plans, NDIS budgets and more! Our creative cases feature allows you to tie a great deal of information to a particular case.


This guide will walk you through adding referrals in cases and the information that can be stored.

In order to add referrer information to a case, you'll need to first have contacts created in your workspace.

For contacts added as a referrer, the contact name will be stored in the case.

If a General practitioner (Doctor) is added as a referrer, the doctors' name and provider number will be stored in the case.

If a Specialist (Doctor) is added as a referrer, the doctors' name and provider number will be stored in the case.

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