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