You can categorise your referrals by creating custom referral priorities. The priorities can be named based on your clinic's needs. Once a referral has been allocated a priority, they are easy to filter within a specific referral group in the referral module.
Steps to create and/ or modify referral priorities
From the main menu, click Settings.
Click the Priorities Tab.
Click +Add Priority.
The New Priority window appears.
Under Icon, click and select from a list of icons to assign to a priority.
Under Colour, click and select from a list of colours to assign to a priority.
Type the name of the priority in the Name field.
You can rename an existing priorities by clicking on a priority. The Edit Priority window appears. Click in the Name field to rename.
You have to add a priority when creating a referral. If your clinic uses a priority most of the time when creating a referral, it may be beneficial to make it your default priority.
Click on Default next to the specific priority.
⚠️ Important: If you already have referrals in your CHR referral module with a specific priority, make sure there is no referral with the specific priority before you delete it.
Updated June 14, 2021