Skip to main content

How do I refer my first client?

Learn how to refer a client for pathology testing using the Vively Practitioner Platform.

H
Written by Holly

Referring a client through the Vively Practitioner Platform takes just a few minutes.

Simply choose the appropriate test, complete your client's details and submit the referral. Vively then coordinates the testing pathway and keeps both you and your client informed throughout the process.


Step 1: Select Refer a Test

From your Practitioner Dashboard, click Refer a Test.

You'll then be guided through the referral process.


Step 2: Choose the appropriate test

Depending on your client's needs, you can choose:

  • Baseline Health Check

  • Custom Pathology Panel

You can also refer your clients Continuous Glucose Monitors (CGM).


Step 3: Enter your client's details

You'll be asked to provide your client's basic information, including:

  • Full name

  • Email address

Please ensure all information is accurate, as it will be used throughout the testing process.


Step 4: Select biomarkers (for custom panels)

If you're creating a custom pathology panel, you can search and add individual biomarkers to suit your clinical assessment.

The platform displays:

  • available biomarkers (and associated prices)

  • Medicare-supported biomarkers (where applicable)

  • private-pay biomarkers

  • bundle panel summaries


Step 5: Review and submit

Before submitting, you'll have the opportunity to review the referral.

Once you're happy everything is correct, click Submit.

Your referral is then securely transmitted through the Vively platform.


What happens after I submit?

Once your referral has been submitted:

  1. Vively coordinates the testing pathway.

  2. Your client receives instructions for completing their pathology collection.

  3. The pathology request is processed.

  4. Results become available within your Practitioner Dashboard and your client's Vively app.

  5. You'll be notified when results are ready to review.


Can I see the referral after I've submitted it?

Yes.

Your Practitioner Dashboard allows you to monitor the progress of your client's referral and access their results once available.


Can I edit a referral after it's been submitted?

Once submitted, referrals generally cannot be edited.

If you've made an error or need to discuss changes, please contact the Vively Practitioner Support team as soon as possible.


Frequently asked questions

How long does it take to complete a referral?

Most referrals take only a few minutes to complete.


Will my client receive confirmation?

Yes.

Your client will receive communication from Vively explaining the next steps and how to complete their testing.


Do I need to organise the pathology collection?

No.

Vively coordinates the testing pathway after you've submitted the referral.


When will I receive the results?

Results are typically available within 3–5 business days after the laboratory receives the sample, although turnaround times may vary depending on the tests requested.


Practitioner Support

If you have any questions about the Baseline Health Check or need assistance using the Vively Practitioner Platform, we're here to help.

Our Practitioner Support team aims to respond as quickly as possible during business hours.

Did this answer your question?