At Consult List, we believe you should decide how involved you’d like to be in the referral process. You can choose to only refer to people you know and trust, or you can open your referral requests to everyone in the region who meets the criteria you specify. In this article, we will discuss ways to tailor your Referral Lists to meet your unique needs.
Every member of Consult List has the ability to create customizable referral lists. The free “essentials'' version allows you to create 2 referral lists of up to 15 contacts each. You can customize titles of lists (for example, one list may be “Child Therapists,” while the other may be “EMDR Therapists.”
The Pro version allows you to create unlimited referral lists with as many clinicians as you choose.
To create a customized referral list:
Go the the “Manage Lists” tab
Click the “add” icon
Enter the title of your new list (example: “Child Therapists”)
To add contacts to your list:
Select the list you’d like to add to, and beneath, click the yellow “add to list” icon.
Begin entering the name of the clinician you would like to add to the list. The list will auto-generate the name of the clinician if you have already entered this name into your general contacts. (If you have not added a therapist to your main contact list, you will need to do that before you have the option of adding them to a customized list.)
Once the name appears in the box, click, “Add to List.”
Continue adding clinicians until you have completed your referral list.