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Creating incoming referrals from the inbox
Creating incoming referrals from the inbox

Create referrals from a received document in your inbox

Updated over a week ago

If you receive a referral by fax, as a lab report, or by paper that is scanned, it appears in your inbox. As you process your incoming documents, you can create an incoming referral directly from your inbox.

You can also create a referral from a document on your computer (refer to Creating incoming referrals from a received file).


1. From the main menu, click Inbox.

2. Click the incoming fax, scanned document, or lab report. A new window appears.

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

4. 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 assign the referral to them.

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

    📌 Note: The patient is only added to your patient list after they are registered via the referral actions. This is helpful if you reject the referral.

The New Referral - Incoming window opens.

5. Fill in the fields of the referral, using the following table as reference.



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.

📌 Note: The new referral attached the fax, document, or lab report automatically.


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.

6. Click Save.

Your referral is now created.

Updated November 21, 2023

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