How to access your practice portal

Each Referral Intel practice has its own secure practice portal.

Your portal is where your team can view referrals, manage patient status, review referring providers, log outreach activity, and use dashboards.

Short answer

After your practice is set up, you will receive a welcome email with your unique Referral Intel login link.

Use that link to access your practice’s Referral Intel portal.

Because each practice has its own unique portal, your team should bookmark the link for easy access.

Where to find your portal link

Your practice portal link is included in your Referral Intel welcome email.

That email includes:

  • Your practice-specific login link

  • Your login credentials

  • Your unique referral form link

  • Setup instructions for getting started

The portal link takes your team directly to your practice’s Referral Intel environment.

Why the link matters

Your Referral Intel portal is specific to your practice.

That means your referral data, patient referral records, referring provider information, and dashboards are kept separate from other practices.

Do not use another practice’s link or a generic login page unless instructed by Referral Intel support.

How to access your portal

  1. Open your Referral Intel welcome email.

  2. Find your practice-specific login link.

  3. Click the link.

  4. Enter your login credentials.

  5. Bookmark the page in your browser.

  6. Share the correct link with approved team members who need access.

Who should have access?

Portal access is usually appropriate for team members who help manage referrals, scheduling, patient communication, outreach, or reporting.

This may include:

  • Practice owners

  • Providers

  • Office managers

  • Front desk team members

  • Referral coordinators

  • Treatment or care coordinators

  • Marketing or outreach coordinators

Only share access with team members who need it for their role.

What you can do inside the portal

Inside your Referral Intel portal, your team can:

  • View new referrals

  • Manually add referrals

  • Update referral status

  • Review patient referral details

  • View uploaded attachments

  • Track referring providers and organizations

  • Log outreach activity

  • Review dashboards

  • Manage locations, providers, and team settings

Best practice: bookmark your portal

Because your practice has its own unique login link, every approved team member should bookmark the portal.

This helps avoid confusion and makes it easier for your team to use Referral Intel consistently throughout the day.

A good internal name for the bookmark is:

Referral Intel Portal

What if you cannot find the welcome email?

If you cannot find your welcome email:

  1. Search your inbox for “Referral Intel.”

  2. Check your spam or promotions folder.

  3. Ask the person who first signed up for Referral Intel.

  4. Contact Referral Intel support for help.

Do not create a new account unless instructed. Your practice may already have an active portal.

What if the link does not work?

If your portal link does not open, try the following:

  • Confirm you are using the full link from the welcome email

  • Try opening it in a different browser

  • Make sure you are connected to the internet

  • Confirm your login credentials are correct

  • Ask your practice administrator whether your access is active

  • Contact Referral Intel support if the issue continues

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