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Specialist Referrals

Elixir’s integration with Specialist Referrals (SR) pulls your referrals directly into Elixir Inbox.

Connecting Elixir and Specialist Referrals:

Click on Admin, scroll down to Advanced settings and select Specialist Referral Accounts.

Click "Add Account"

Connect SR

You will be redirected to the Specialist Referral Portal. You may need to login.

Click Allow. This will redirect you to Elixir and you should now see your SR account on your Elixir screen.

Allow SR

Connected SR

Subscribe vs Unsubscribe

You have the option to receive your SR referrals automatically or manually push them through from the SR Hub. You can manage this preference by subscribing or unsubscribing.

Subscribe

If you subscribe to SR, new referrals will automatically arrive into Elixir without the need to visit the SR Hub. Under the Subscribed to Specialist Referrals title, it will say "Yes."

Unsubscribe

If you unsubscribe from SR, you will need to manually retrieve the messages you want by visiting the SR Hub. For detailed instructions on navigating the SR Hub and retrieving referrals, see Specialist Referrals Inbox.

Under the Subscribed to Specialist Referrals it will say "No"