Referring a Case

Jill Kahkoska -

Referring a Case

A Case can be referred to a User in your Referral Network by opening the Case to the Overview page where you will see the “Refer a Case Section”.  You can click the drop down box to choose a User who have joined your Referral Network. Choose the User you want to refer the Case to and then click on the blue “Refer Case” button. 

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A popup window will ask to confirm that you intend to refer a Case.

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If a User has specific Terms and Pricing associated with their Services, you will see a pop up window titled “Referral Terms” with that information.  Click Accept to accept terms and pricing and complete the process.

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Once you have referred a case, it will be noted in the Refer Case section.  This is also the section that you can cancel a Referral by clicking on the “Cancel Referral” button on the right side of the section.  If a Referral is cancelled, the Case will no longer populate the DVM Dx Cases screen of the Referral Network Account.

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The User that you are referring the Case to will receive an email alerting them of that request. That User will be able to accept the Referral by clicking a link in the email. 

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