Directions: To place a referral (Hospitals or providers only)

Step 1: Enroll in the LeadingReach Network

Before a provider can send a referral, they must enroll in the LeadingReach Network. 

  • Visit the LeadingReach website and find the enrollment or "Join the Network" page.

  • Complete the free enrollment form by providing the requested information. 

Step 2: Add the patient to the system

Next, the provider must log in to their new LeadingReach account and add the patient. 

  • Navigate to the "Patients" tab or locate the "Add a New Patient" function.

  • Enter the patient's required information. 

Step 3: Create and send the referral

Once the patient is in the system, the referral can be created and sent. 

  • Click the "Send" button in the menu.

  • Select the patient who needs the referral.

  • Search the LeadingReach Network for the specialist or organization you are referring to.

  • Attach all necessary documents, such as patient demographics, insurance information, lab results, and recent progress notes. Files must be in PDF format.

  • Provide a clear reason for the referral, including any diagnosis and ICD-10 codes.

  • Add any optional notes or additional information for the receiving provider.

  • Review the referral details and send. 

Step 4: Track the referral

LeadingReach offers features to track the referral's status, providing real-time visibility into care transitions and confirmation of patient appointments. The system reduces reliance on faxes and phone calls and provides a secure, HIPAA-compliant way to communicate with other offices. 

CLICK! to place a referral