Referrals & Rate Lists

Manage referring physicians and promotional pricing from Admin. These modules directly affect invoice totals, commission reports, and doctor settlement workflows.

Screen	Route	Permission module
Referral Doctors	/admin/referrals	referrals
Rate Lists / Coupons	/admin/rate-lists	rate_lists
Home Collection Charges	Lab settings / billing	home_collection

Referral doctors

Referring physicians drive a significant share of laboratory volume. EaseLab tracks each doctor's contact details, commission structure, and unsettled balances.

flowchart TB
    RD[Referral doctor] --> INV[Invoice with referral]
    INV --> COM[Commission accrual]
    COM --> RS[Referral summary report]
    COM --> UB[Unsettled balance report]
    UB --> PAY[Settlement / ledger payment]

Referral record fields

Field	Description
Name & credentials	Display on reports optional
Phone / email	CRM and SMS outreach
Commission % or fixed	Per-test or global rule
Credit limit	Optional cap on unsettled balance
Collection centers	Scope doctor to branches
Active flag	Hide from new invoices when inactive

Using referrals at invoice time

1. Reception selects patient and tests.
2. Referral doctor chosen from searchable list (referrals.view).
3. System applies commission rules and any negotiated pricing.
4. Referrals report aggregates volume and revenue share.

Settlement rhythm

Run Unsettled Referral Balance weekly and clear payouts through Ledgers vendor_payment or custom ledger accounts.

Rate lists and coupons

Rate lists (labeled Coupons / Special Discount in permissions) provide special pricing for corporate clients, campaigns, or seasonal promotions.

Type	Example
Percentage discount	10% off entire invoice
Fixed price override	CBC at promotional rate
Test-scoped coupon	Discount on single catalog item
Date-bounded	Ramadan health camp pricing

Creating a rate list

1. Open Admin → Rate Lists.
2. Define code, description, validity window.
3. Attach eligible tests or categories.
4. Set discount type and value.
5. Activate — reception applies coupon code or selects list at checkout.

flowchart LR
    C[Coupon / rate list] --> I[Invoice]
    I --> CALC[Price engine]
    CALC --> FINAL[Final patient due]

Stacking rules

Scenario	Typical behavior
Coupon + referral	Business rule: referral commission on net or gross — verify with finance
Multiple coupons	Usually one active coupon per invoice
Profile bundle	Coupon may apply to profile line or members

Audit trail

Discounts affect revenue reports. Document approval workflows for large percentage overrides.

Home collection charges

Configure pickup fees under the home_collection module:

• Flat fee per visit
• Zone-based surcharges
• Integration with Home Sampling bookings

Charges append to invoices created from home collection orders.

Permissions

Task	Permission
View referral list	referrals.view
Onboard new doctor	referrals.create
Adjust commission	referrals.edit
Retire doctor	referrals.delete
Manage coupons	rate_lists.*

Receptionists often need referrals.view without edit rights.

Financial reports

Report	Data source
Referral Dr. Summary	referral_summary.view
Unsettled Referral Balance	unsettled_referral.view
Financial summary	Net revenue after discounts

CRM integration

Link hot prospects from CRM to referral onboarding:

1. CRM lead converts to active doctor.
2. Commission terms copied from opportunity notes.
3. First invoice validates pricing configuration.

Related documentation

• CRM
• Ledgers
• Operational Reports
• Tenant Portal: Invoices