1. Go to the case details page of the case and click “Refer Provider.”

2. Enter the name of the provider you are referring to the case, select them from the dropdown and click “Submit.”
If you don’t see the provider in the dropdown, check they are in your office list. If you don’t find them there, add them.

As stated in the Terms of Service, before using SimplifyPI, you must have have executed a HIPAA Release Form or other information exchange agreement with the applicable parties so they can receive information and documents without a violation of HIPAA or applicable law.