Getting Started: Partner (sending office) Set-Up
Register at SafeReferral.com under Trial>>Partner then;
Step 1: Download and Install SafeReferral
- 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 its desktop icon or the start menu
Click on the gallery to move through the images manually
Step 2: Activate & Add Providers
- Open SafeReferral (start menu or desktop icon)
- Enter your username and password (created when you registered)
- Enter the activation code provided in the email
- Create answers to security questions (REMEMBER THESE – WE CANNOT RETRIEVE THEM)
- Click the gear symbol (top right)
- Click “My Providers” and choose “Add Provider”
- Add each provider (the referring person of record) and change status to “active”
Click on the gallery to move through the images manually
Step 3: Link to SafeReferral Subscribers (receiving offices/specialists)
You only need to make one request to a subscriber (specialist) office. All workstations will be connected once the request is accepted
- Click the connections icon (top left)
- See all offices who subscribe to SafeReferral
- Click the offices you want to connect with and request a connection
Click on the gallery to move through the images manually