⚡ Quick start: This topic provides a high-level overview of the steps required to quickly complete the task. For detailed instructions, refer to the comprehensive help topic Creating incoming referrals from the inbox. |
From the main menu, click Inbox.
Click the incoming fax, scanned document, or lab report.
At the bottom of the window, click Referral.
If the document is not assigned to a patient, search for and assign the referral to an existing patient, or if the patient doesn't exist, click the person icon to add a new patient.
📌 Note: The patient is only added to the CHR after they are registered via the referral action. This is helpful if you reject the referral.
The New Referral - Incoming window opens to fill in the required fields:
Reason for Referral.
Date Added - Defaults to today's date.
Ordering Provider - Select who ordered the referral.
Service Provider - Select who the patient will see.
Patient Information - Select the patient.
Attachments - Click Add Attachment and choose the document that contains the referral information.
Status - Choose the appropriate status.
Priority - Choose the appropriate priority.
Required Actions - Depending on the status you chose.
Comments - Type additional comments and click Leave Comment.
Click Save & close.