If receive incoming referrals by fax, the faxes will appear in your inbox. Or if you receive them by paper, the scanned copy will appear in your inbox. As you process your incoming documents, you can create a referral directly from your inbox.


1. Fom your inbox, open the incoming fax. An Incoming Fax window appears.

2. At the bottom of the window, click Referral. A patient search window appears.

3. Assign the document to a patient:

  • If the incoming document is not already assigned to a patient, in the Search field, type the patient's name to find them. Click the patient name to to assign the referral to them.

  • If the patient does not exist, click the person icon to add the patient. See Adding a patient.

The New Referral - Incoming window opens.

3. Fill in the fields of the referral.



Reason for Referral

Type a reason or select from the list of presenting issues (if configured).

Date Added

Defaults to today's date; change it if required.

Ordering Provider

Select who ordered the referral.

Service Provider

Select who the patient will see.

Patient Information

Select the patient.


Click Add Attachment and choose the document that contains the referral information. You can choose a file on your computer or a document from the patient chart.


Choose the appropriate status.


Choose the appropriate priority.

Required Action

Depending on the status you chose, complete any required actions listed in this section.


If required, type additional comments and click Leave Comment.

4. Click Save.

Your referral is now created.

Updated August 11, 2021

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