Getting Started: Adding more workstations

SafeReferral lets you control which workstations can run the program. This way, no one can access your patients private information from outside the office without your permission.

Step 1: Send request

Click the setting icon (gear icon, top right)

Click “My Workstation”

Click “Add a workstation”

Confirm request

This will send a request to the SafeReferral services then a new activation code to the master user’s email account.

Step 2: Download and Install

Find the email sent to you from SafeReferral
Use the link to download “PartnerSetup.exe” to your computer
Note: Internet browsers block “.exe” files by default. Select “Keep” in Chrome or “Allow” in Internet Explorer
Find “PartnerSetup.exe” in your downloads folder (if you’ve saved it there) and double click to run
Note: Windows and antivirus software block “.exe” files by default, select “Allow” or “Run anyway”
Follow the installation wizard, read and accept the End User License Agreement to install
If SafeReferral doesn’t automatically start after installation, launch it from it’s desktop icon or the start menu

Step 3: Activate

Launch the program and enter your user name and password

Enter the activation code from the email sent to the master user