Referral Portal Frequently Asked Questions

Referral Portal Frequently Asked Questions2021-08-02T10:48:29-04:00
I am receiving error messages when trying to log in.2022-09-15T13:59:55-04:00

Please check to see if your internet browser is up-to-date. If the error continues, please reach to our software specialist at 330-666-2976 or [email protected] 

Am I able to update a referral that has been submitted?2020-11-24T13:58:51-05:00

Yes, go to the Patient Referrals tab, click on Edit, and update the form with any additional information. Once the referral has been resubmitted, we will be notified of the update. 

Am I able to send multiple documents at once?2020-11-24T13:58:23-05:00

Yes! You can attach multiple PDFs and/or dicom images/studies; however, each must be added one at a time. 

Am I able to upload documents and/or images the portal?2020-11-24T13:57:11-05:00

Yes! You can attach and upload PDF records and/or dicom image/study from your computer. 

How do I submit a referral through the portal for a patient who has been seen previously?2020-11-24T13:56:43-05:00

Open the patients record by clicking on Show, go to Refer Patient, then go directly to Step 5 on the Refer Patient window. Complete required information designated by an “*” and click on Submit when finished. 

How do I submit a referral through the portal for a client/patient that has not been seen at Metro before?2020-11-24T13:56:08-05:00

Click on Refer Patient then go directly to step 5 to complete the form in its entirety and click on Submit when finished.

It’s been longer than six months, how can I obtain my patient’s past medical information?2020-11-24T13:55:10-05:00

Please give us a call at 330-666-2976, we can fax or email the patient’s medical record(s) to you. 

How long will patient information be available on the portal?2020-11-24T13:54:26-05:00

Patient records are viewable on the portal for six months from first upload from our PMS. 

Am I able to download multiple documents at once?2020-11-24T13:53:56-05:00

Unfortunately, no. This option is not available at this time. 

Am I able to download patient information from the portal?2020-11-24T13:53:28-05:00

Definitely. On the document you want to download or print, click on Open. When the PDF opens, click on either the download button or print button in the upper left-hand corner of the document window. 

I am unable to open a patient document within the portal or it says pending.2020-11-24T13:52:19-05:00

Please give us a call at 330-666-2976, so we can ensure the document is available and can send it to you. 

How often will I see updates on the portal?2020-11-24T13:51:34-05:00

The portal syncs with our practice management software throughout the day. Once the patient update/report is completed, it will upload to the portal at the next sync. 

How do I turn off unwanted notifications?2022-09-15T14:03:27-04:00

You can change your clinic’s notifications under the Profile & Settings tab. Under Notification settings, toggle off the notification you wish to no longer receive. 

What are the notification options?2020-11-24T13:50:27-05:00

Notifications can be set to receive updates via fax, email, and/or view on portal only. These settings can be changed under the Notification settings in the Profile & Settings tab. 

We have multiple DVMs at our practice, do we each have a login?2020-11-24T13:49:37-05:00

No, the portal communicates at the practice level, so there is one username and password for your clinic.

I am trying to log into the portal for the first time, and I do not have a password.2022-09-15T14:04:29-04:00

Please enter in your username that was provided in the welcome letter or patient update email and enter password: temppassword. If this does not work, please email [email protected] for password reset.

I do not know or am unable to find my username and/or password.2022-09-15T14:04:59-04:00

Please email [email protected] for your username and/or password reset. We will resend the welcome letter with your clinic’s username and reset your password to temppassword.

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